Gertsema Wealth Advisors

Gertsema Wealth Advisors We empower you to make life's decisions on your terms! Gertsema Wealth Advisors is a wealth management firm in St.

Joseph, MO founded by Michael Gertsema in 2005. Our financial advisors are dedicated to providing you with the highest level of service and delivering trust, transparency, and accountability to personalize your experience. Our investment company's mission is to empower you to make life's decisions on your terms! We meet with clients on an individual basis, provide on-going financial advice, and ba

se all decisions on individual goals and risk tolerance. Our financial advisors design portfolios to provide income and confidence by minimizing risks and protecting profits. We offer services for portfolio management, wealth planning, and legacy planning. Contact our financial advisors to learn more about our financial planning services! Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

๐ŸŽ‰ ๐‚๐จ๐ง๐ ๐ซ๐š๐ญ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐จ๐ฎ๐ซ ๐‚๐„๐Ž & ๐–๐ž๐š๐ฅ๐ญ๐ก ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ, ๐๐ข๐œ๐ก๐จ๐ฅ๐š๐ฌ ๐†๐ž๐ซ๐ญ๐ฌ๐ž๐ฆ๐š! ๐ŸŽ‰We are proud to share that Nick has been selected as ...
06/06/2026

๐ŸŽ‰ ๐‚๐จ๐ง๐ ๐ซ๐š๐ญ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐จ๐ฎ๐ซ ๐‚๐„๐Ž & ๐–๐ž๐š๐ฅ๐ญ๐ก ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ, ๐๐ข๐œ๐ก๐จ๐ฅ๐š๐ฌ ๐†๐ž๐ซ๐ญ๐ฌ๐ž๐ฆ๐š! ๐ŸŽ‰

We are proud to share that Nick has been selected as an ๐„๐ฑ๐œ๐ž๐ฅ๐ฅ๐ž๐ง๐œ๐ž ๐€๐ฐ๐š๐ซ๐๐ž๐ž in the annual ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐๐ž๐ฐ๐ฌ ๐€๐ฐ๐š๐ซ๐๐ฌ in the ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ (๐‘๐ž๐ ๐ข๐จ๐ง๐š๐ฅ โ€“ ๐Œ๐ข๐๐ฐ๐ž๐ฌ๐ญ) category! ๐Ÿ‘

This recognition reflects Nickโ€™s dedication to serving clients, his commitment to making a difference, and the passion he brings to helping families pursue their financial goals. While individual honors are meaningful, this achievement is also a testament to the incredible clients, team members, and community that make what we do possible.

Winners will be announced at the InvestmentNews Awards Gala on June 24th at the Edison Ballroom in New York City, and we couldnโ€™t be more excited to see Nick recognized among the industryโ€™s best.

Please join us in congratulating Nick on this outstanding accomplishment! ๐ŸŽŠ

๐ŸŽ‰ Celebrating 2 Years with Associate Wealth Advisor Andrew Spitzer-Fox! ๐ŸŽ‰Andrew brings dedication, focus, and a team-fir...
06/05/2026

๐ŸŽ‰ Celebrating 2 Years with Associate Wealth Advisor Andrew Spitzer-Fox! ๐ŸŽ‰

Andrew brings dedication, focus, and a team-first attitude to everything he does. Whether he's lending a helping hand, tackling new challenges, or keeping us laughing with his quick wit, Andrew is someone we can always count on.

His commitment to serving our clients, supporting his teammates, and continuously growing in his role makes him an invaluable part of our team. Weโ€™re grateful for all he contributes each day and for the positive impact he has on those around him.

Please join us in congratulating Andrew on this milestone! ๐Ÿ‘๐ŸŽŠ Here's to a fantastic two years and many more to come!

โœจ ๐Œ๐š๐ค๐ž ๐˜๐จ๐ฎ๐ซ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐†๐ข๐ฏ๐ข๐ง๐  ๐†๐จ ๐…๐ฎ๐ซ๐ญ๐ก๐ž๐ซ โœจDid you know that your retirement assets can be a powerful tool for supporting...
06/02/2026

โœจ ๐Œ๐š๐ค๐ž ๐˜๐จ๐ฎ๐ซ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐†๐ข๐ฏ๐ข๐ง๐  ๐†๐จ ๐…๐ฎ๐ซ๐ญ๐ก๐ž๐ซ โœจ

Did you know that your retirement assets can be a powerful tool for supporting the causes you care about while making your charitable giving more intentional and impactful?

Join COO & Wealth Advisor Scott Keegan for our upcoming Lunch & Learn, The Power of Purposeful Giving in Retirement, as we discuss charitable giving strategies!

We're also excited to welcome representatives from Voices of Courage Child Advocacy Center, Pivotal Point Transitional Housing, and St. Joseph PRC! Theyโ€™ll share their missions, the impact they're making in our community, and ways you can get involved.

๐Ÿ’œ Learn how thoughtful giving can benefit both your financial plan and the organizations making a difference right here in St. Joseph!

๐Ÿ“ Gertsema Wealth Advisors (Lower Level)
2425 N Woodbine Rd. Suite B&E, St. Joseph, MO 64506

๐Ÿ“… Thursday, June 11th
โฐ 12:00 p.m.

๐‘๐’๐•๐ ๐ซ๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ ๐›๐ฒ ๐“๐ฎ๐ž๐ฌ๐๐š๐ฒ, ๐‰๐ฎ๐ง๐ž ๐Ÿ—๐ญ๐ก

๐Ÿ“ž 816.259.5060
๐Ÿ“ง [email protected]
๐Ÿ”— RSVP here: https://lp.constantcontactpages.com/ev/reg/hpf5ejt/lp/b092ef23-f3c8-40f0-bc42-3f600e3c5af9

What an incredible show of generosity from our community! โค๏ธDuring our Shred Day event this past Saturday, attendees hel...
06/01/2026

What an incredible show of generosity from our community! โค๏ธ

During our Shred Day event this past Saturday, attendees helped us collect an amazing amount of pantry donation items for Pivotal Point Transitional Housing. We are truly grateful for everyone who participated, donated, and helped make this event such a success.

These contributions will help support individuals and families in our community who are working toward a brighter future, and we couldnโ€™t be more excited to deliver these much-needed items to Pivotal Point.

Thank you for helping us turn a day of protecting personal information into an opportunity to give back! ๐Ÿฅซ๐Ÿค

Photo: ๐Ÿ“ธ A huge thank you to everyone who donated, just look at this incredible collection!

Ready, set, SHRED! ๐ŸŽ‰๐Ÿ“„ We are set up in the parking lot and looking forward to a great Shred Day! We are here until 1:00,...
05/30/2026

Ready, set, SHRED! ๐ŸŽ‰๐Ÿ“„ We are set up in the parking lot and looking forward to a great Shred Day! We are here until 1:00, so come and see us! ๐Ÿ˜Ž

๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ข๐ฌ๐งโ€™๐ญ ๐ฃ๐ฎ๐ฌ๐ญ ๐š๐›๐จ๐ฎ๐ญ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ๐ฌ๐ž๐ฅ๐Ÿ; ๐ข๐ญ ๐œ๐š๐ง ๐š๐ฅ๐ฌ๐จ ๐›๐ž ๐š๐ง ๐จ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ฎ๐ง๐ข๐ญ๐ฒ ๐ญ๐จ ๐ฆ๐š๐ค๐ž ๐š ๐ฆ๐ž๐š๐ง๐ข๐ง๐ ๐Ÿ๐ฎ๐ฅ ๐ข๐ฆ๐ฉ๐š๐œ๐ญ ๐ข๐ง ๐ญ๐ก๐ž ๐ฅ๐ข๐ฏ๐ž...
05/30/2026

๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ข๐ฌ๐งโ€™๐ญ ๐ฃ๐ฎ๐ฌ๐ญ ๐š๐›๐จ๐ฎ๐ญ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ๐ฌ๐ž๐ฅ๐Ÿ; ๐ข๐ญ ๐œ๐š๐ง ๐š๐ฅ๐ฌ๐จ ๐›๐ž ๐š๐ง ๐จ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ฎ๐ง๐ข๐ญ๐ฒ ๐ญ๐จ ๐ฆ๐š๐ค๐ž ๐š ๐ฆ๐ž๐š๐ง๐ข๐ง๐ ๐Ÿ๐ฎ๐ฅ ๐ข๐ฆ๐ฉ๐š๐œ๐ญ ๐ข๐ง ๐ญ๐ก๐ž ๐ฅ๐ข๐ฏ๐ž๐ฌ ๐จ๐Ÿ ๐จ๐ญ๐ก๐ž๐ซ๐ฌ.โค๏ธ

Join us for our upcoming Lunch & Learn, The Power of Purposeful Giving in Retirement, with COO & Wealth Advisor Scott Keegan as we explore charitable giving strategies for retirees, including how Qualified Charitable Distributions (QCDs) may help satisfy Required Minimum Distributions (RMDs) while supporting causes you care about.

Weโ€™ll also hear from local organizations โ€” Voices of Courage Child Advocacy Center, Pivotal Point Transitional Housing, and St. Joseph PRC โ€” as they share the important work they are doing right here in our community and ways to get involved and support their organizations! ๐Ÿ™Œ

Whether you are currently taking RMDs or planning ahead, youโ€™ll walk away with practical strategies and a deeper understanding of how your giving can create a lasting impact!

๐Ÿ“ Gertsema Wealth Advisors (Lower Level)
2425 N Woodbine Rd. Suite B&E, St. Joseph, MO 64506
๐Ÿ“… Thursday, June 11th
โฐ 12:00 p.m.

๐‘๐’๐•๐ ๐ซ๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ ๐›๐ฒ ๐“๐ฎ๐ž๐ฌ๐๐š๐ฒ, ๐‰๐ฎ๐ง๐ž ๐Ÿ—๐ญ๐ก
๐Ÿ“ž 816.259.5060
๐Ÿ“ง [email protected]
๐Ÿ”— RSVP here: https://lp.constantcontactpages.com/ev/reg/hpf5ejt/lp/b092ef23-f3c8-40f0-bc42-3f600e3c5af9

Happy Birthday to Senior Wealth Advisor Cristina Wiebelt-Smith! ๐ŸŽ‰๐ŸŽ‚If you know Cristina, you know she has a heart for ser...
05/29/2026

Happy Birthday to Senior Wealth Advisor Cristina Wiebelt-Smith! ๐ŸŽ‰๐ŸŽ‚

If you know Cristina, you know she has a heart for serving others and making people feel cared for. Whether she's helping clients navigate important life decisions, planning her next adventure, enjoying a good game, or indulging in some dark chocolate, she brings enthusiasm, thoughtfulness, and kindness to everything she does.

Cristina, we are so grateful for the care, wisdom, and positivity you bring to our team each day. We hope your birthday is filled with laughter, adventure, plenty of dark chocolate, and time spent with the people you love most! ๐Ÿฅณ

Join us in wishing Cristina a very happy birthday! ๐ŸŽˆ๐ŸŽ‰

On this Memorial Day, we pause to remember and honor the brave men and women who served and sacrificed for our country. ...
05/25/2026

On this Memorial Day, we pause to remember and honor the brave men and women who served and sacrificed for our country. We are deeply grateful for their courage, dedication, and service.

We wish you and your family a safe and meaningful holiday.

Last Friday morning, our team had the opportunity to volunteer with United Way of Greater St. Joseph, where we packed 30...
05/18/2026

Last Friday morning, our team had the opportunity to volunteer with United Way of Greater St. Joseph, where we packed 300 meal kits for members of our community. โค๏ธ

As the school year comes to an end, kids are home more often, and grocery budgets can get stretched a little further. If your family, or someone you know, could use an extra meal or two, these shelf-stable meal kits are available at the United Way office Mondayโ€“Friday from 8:00 a.m.โ€“5:00 p.m.

Weโ€™re grateful for opportunities like these to give back, serve alongside one another, and support the incredible work being done right here in St. Joseph!

Weโ€™re so proud to share that our own Cristina Wiebelt-Smith has been recognized as one of Connect Moneyโ€™s 2026 Next Gene...
05/16/2026

Weโ€™re so proud to share that our own Cristina Wiebelt-Smith has been recognized as one of Connect Moneyโ€™s 2026 Next Generation Wealth Management Award winners. โœจ

Anyone who knows Cristina knows how deeply she cares about the people she serves. She leads with heart, wisdom, and a genuine passion for helping clients navigate life with confidence, and this recognition is such a reflection of who she is both professionally and personally.

Cristina, we are incredibly grateful to have you on our team and so excited to celebrate this well-deserved honor with you. Congratulations! ๐Ÿ‘

Address

2425 N Woodbine Road, Ste B
Saint Joseph, MO
64506

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8am - 3pm

Telephone

+18162595060

Website

https://www.youtube.com/@gertsemawealthadvisors, https://twitter.com/gertsemawealth, https://

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