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.

What an incredible show of generosity from our community! ❤️During our Shred Day event this past Saturday, attendees hel...
06/01/2026

What an incredible show of generosity from our community! ❤️

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 couldn’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! 🥫🤝

Photo: 📸 A huge thank you to everyone who donated, just look at this incredible collection!

Ready, set, SHRED! 🎉📄 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! 🎉📄 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! 😎

𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐚𝐛𝐨𝐮𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟; 𝐢𝐭 𝐜𝐚𝐧 𝐚𝐥𝐬𝐨 𝐛𝐞 𝐚𝐧 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐚 𝐦𝐞𝐚𝐧𝐢𝐧𝐠𝐟𝐮𝐥 𝐢𝐦𝐩𝐚𝐜𝐭 𝐢𝐧 𝐭𝐡𝐞 𝐥𝐢𝐯𝐞...
05/30/2026

𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐚𝐛𝐨𝐮𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟; 𝐢𝐭 𝐜𝐚𝐧 𝐚𝐥𝐬𝐨 𝐛𝐞 𝐚𝐧 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐚 𝐦𝐞𝐚𝐧𝐢𝐧𝐠𝐟𝐮𝐥 𝐢𝐦𝐩𝐚𝐜𝐭 𝐢𝐧 𝐭𝐡𝐞 𝐥𝐢𝐯𝐞𝐬 𝐨𝐟 𝐨𝐭𝐡𝐞𝐫𝐬.❤️

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.

We’ll also hear from local organizations — Voices of Courage Child Advocacy Center, Pivotal Point Transitional Housing, and St. Joseph PRC — as they share the important work they are doing right here in our community and ways to get involved and support their organizations! 🙌

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

📍 Gertsema Wealth Advisors (Lower Level)
2425 N Woodbine Rd. Suite B&E, St. Joseph, MO 64506
📅 Thursday, June 11th
⏰ 12:00 p.m.

𝐑𝐒𝐕𝐏 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐝 𝐛𝐲 𝐓𝐮𝐞𝐬𝐝𝐚𝐲, 𝐉𝐮𝐧𝐞 𝟗𝐭𝐡
📞 816.259.5060
📧 [email protected]
🔗 RSVP here: https://lp.constantcontactpages.com/ev/reg/hpf5ejt/lp/b092ef23-f3c8-40f0-bc42-3f600e3c5af9

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

Happy Birthday to Senior Wealth Advisor Cristina Wiebelt-Smith! 🎉🎂

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! 🥳

Join us in wishing Cristina a very happy birthday! 🎈🎉

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. ❤️

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 Monday–Friday from 8:00 a.m.–5:00 p.m.

We’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!

We’re so proud to share that our own Cristina Wiebelt-Smith has been recognized as one of Connect Money’s 2026 Next Gene...
05/16/2026

We’re so proud to share that our own Cristina Wiebelt-Smith has been recognized as one of Connect Money’s 2026 Next Generation Wealth Management Award winners. ✨

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! 👏

✨ Thank you to everyone who joined us for our Journey for Longevity Quarterly Women’s Event! ✨A special thank you to Jou...
05/15/2026

✨ Thank you to everyone who joined us for our Journey for Longevity Quarterly Women’s Event! ✨

A special thank you to Journey For Longevity founders Heather Hausman and Jessica Bledsoe for sharing such thoughtful insights and meaningful conversation with our group. We loved learning from you both! ☺️

And to all the amazing women who attended, thank you for being part of such a genuine and engaging evening. These gatherings are always a reminder of how powerful connection and community can be.

Already looking forward to the next one! 💫

A belated Happy Birthday to Associate Wealth Advisor Dalton Preston! 🎉🎂Dalton brings a great attitude, strong work ethic...
05/11/2026

A belated Happy Birthday to Associate Wealth Advisor Dalton Preston! 🎉🎂

Dalton brings a great attitude, strong work ethic, and a genuine care for the people around him to our team every day, and we’re grateful to have him as part of the GWA team.

We hope yesterday was filled with good food, great company, and plenty of celebration! Please join us in wishing Dalton a fantastic year ahead! 👏🥳

✨ Today we celebrate the love, strength, and wisdom of mothers, grandmothers, and mother figures everywhere who inspire ...
05/10/2026

✨ Today we celebrate the love, strength, and wisdom of mothers, grandmothers, and mother figures everywhere who inspire and nurture us every day. 💗

Wishing you a beautiful Mother's Day! 💐

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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