Gertsema Wealth Advisors

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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 base 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.

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many respons...
10/14/2026

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.

Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: 👉 https://www.gertsema.net/insights/blog/7-financial-planning-tips-for-small-business-owners/

Today we’re celebrating our Marketing Director, Taylor Riggs! 🎉If you know Taylor, you know she’s truly one of a kind. ✨...
10/10/2026

Today we’re celebrating our Marketing Director, Taylor Riggs! 🎉

If you know Taylor, you know she’s truly one of a kind. ✨ She’s our creative mind, problem solver, and resident Swiss Army knife, who somehow keeps a million things moving at once. 😂💪🏼

Taylor, GWA wouldn’t be the same without your big personality, even bigger heart, and all that you bring to our team. We hope you feel extra loved and celebrated today! 💜

Help us wish Taylor the happiest birthday! 🎂🥳

Today, we’re celebrating Meghan Smith! 🎉Meghan brings so much heart to GWA and has a wonderful way of making people feel...
10/07/2026

Today, we’re celebrating Meghan Smith! 🎉

Meghan brings so much heart to GWA and has a wonderful way of making people feel heard, cared for and welcome. Her thoughtfulness shines through in the little things she does each day, and we’re so grateful to have her on our team.

Happy Birthday, Meghan! We hope your day brings you plenty of reasons to smile and reminds you just how appreciated you are. Happy Birthday!! 🎂🥳

Today, we’re celebrating our COO & Wealth Advisor, Scott Keegan, turning 30! 🎉Scott’s thoughtful leadership, steady pres...
10/05/2026

Today, we’re celebrating our COO & Wealth Advisor, Scott Keegan, turning 30! 🎉

Scott’s thoughtful leadership, steady presence, and dedication to our clients and team make him an important part of GWA, and today, we hope he takes a well-deserved break to enjoy all of his favorite things!

Of course, no Scott celebration would be complete without something sweet…or several somethings, because calories don't count on your birthday. 😉🍪🧁🍰

Happy 30th Birthday, Scott! We hope you have a wonderful day! 🥳

There’s a new face around the GWA office! 🎉We’re excited to welcome Clayton Mikesch as the newest member of our team. He...
10/02/2026

There’s a new face around the GWA office! 🎉

We’re excited to welcome Clayton Mikesch as the newest member of our team. He has already jumped right in, getting to know everyone and learning more about the people we have the privilege of serving each day.

We’re happy to have him on board and can’t wait to see the perspective and contributions he’ll bring to GWA. Please help us give Clayton a warm welcome! 👏

What an incredible way to spend the day! ✈️Last Friday, our Senior Wealth Advisor Jaymon Meikle visited the 139th Airlif...
09/30/2026

What an incredible way to spend the day! ✈️

Last Friday, our Senior Wealth Advisor Jaymon Meikle visited the 139th Airlift Wing through the St. Joseph Chamber of Commerce Civic Leadership Academy. He had the opportunity to tour the base, take part in hands-on activities, and learn directly from the men and women who keep the wing running.

Experiences like this offer a whole new appreciation for the people serving right here in our community. Thank you to the 139th Airlift Wing for such a memorable day, and for all you do! 🇺🇸

Treasury yields shot higher last week. Stocks basically shrugged. The S&P 500 gained, the Nasdaq hit new highs, and the ...
09/29/2026

Treasury yields shot higher last week. Stocks basically shrugged.

The S&P 500 gained, the Nasdaq hit new highs, and the economic data still looked pretty solid. Consumers are spending, layoffs remain low, and earnings have held up even as inflation and interest rates stay elevated.

Higher yields still matter. But so far, they haven’t been enough to knock stocks off course.

👉 More on what’s holding up and what could change the picture: https://www.gertsema.net/insights/blog/market-commentary-stocks-climb-despite-soaring-yields/

Now that Trump Accounts have made their debut, how should parents approach investing in them, and what other savings opt...
09/28/2026

Now that Trump Accounts have made their debut, how should parents approach investing in them, and what other savings options should they consider for their children? 🤔

This CNBC article explores ways families can save with their children’s long-term financial security in mind. We’re excited to see our very own Senior Wealth Advisor Jaymon Meikle share his perspective alongside advisors from across the country! 👏

👉 Read the full article: https://www.cnbc.com/2026/07/31/trump-accounts-children-stock-market-investing.html

Tool: Investment Risk Tolerance SurveyMost of us know what we’d like our investments to do over time.What’s harder to pi...
09/26/2026

Tool: Investment Risk Tolerance Survey

Most of us know what we’d like our investments to do over time.
What’s harder to pin down is how much risk we’re actually comfortable taking to get there. That’s where this quick quiz can help.
Take the Investment Risk Tolerance Quiz to get a better sense of how you think about long-term growth and risk:👉https://www.gertsema.net/ -section

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

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