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

Gertsema Wealth Advisors

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Saint Joseph, MO
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.

06/21/2026

This Father’s Day, we celebrate and honor the fathers, grandfathers, stepfathers, mentors, and father figures who have helped shape our lives through their guidance, support, and love.

Thank you for the lessons you’ve taught, the sacrifices you’ve made, and the countless ways you’ve shown up for those who depend on you. Your impact reaches far beyond today and leaves a lasting legacy for generations to come.

We wish you a wonderful Father’s Day filled with family, laughter, and meaningful moments!

06/20/2026

🎉 Happy Birthday, Jackie! 🎉

Wishing a very happy birthday to someone who makes such a positive difference every day. Your knowledge, experience, and willingness to help others are truly appreciated by everyone who has the pleasure of working with you. No matter the question or challenge, you’re always ready to lend a hand, share your expertise, and point us in the right direction.

Thank you for all you do and for the support, guidance, and kindness you bring to our team. We hope your birthday is filled with lots of joy, laughter, and all the things you enjoy most!

Have a wonderful day, Jackie, you deserve it! 🎂🎈

06/17/2026

🍦 A sweet surprise on a hot day! ☀️

A big thank you to our friends at Baskin-Robbins for stopping by with ice cream cups to help our team beat the heat today! 😎

We always appreciate local businesses supporting one another, and this delicious treat definitely brought some smiles to the office! 💜🩷🍨

06/15/2026

After spending the morning together in a team workshop, the GWA team had the opportunity to spend the afternoon volunteering at Second Harvest Community Food Bank 🥫📦

We’re grateful for organizations like Second Harvest that work every day to support individuals and families throughout our community. 💚 It was a meaningful way to spend time together while contributing to a cause that makes a real difference. 🌟

A big thank you to Second Harvest for the incredible work you do every day! 👏🏻

06/12/2026

Yesterday, we hosted our The Power of Purposeful Giving in Retirement Lunch & Learn! 💜

COO & Wealth Advisor Scott Keegan shared insights on charitable giving strategies that can help retirees make a meaningful impact while supporting the causes they care about.

We were also honored to welcome representatives from Pivotal Point Transitional Housing, Voices of Courage Child Advocacy Center, and St. Joseph PRC. Thank you for sharing your missions, the incredible work you are doing in our community, and the many ways others can get involved and support your organizations. 🙌

And of course, thank you to everyone who joined us! We appreciate you taking the time to learn, connect, and explore ways to make a lasting difference right here in our community.

It was a wonderful afternoon of education, meaningful conversation, and community impact. ❤️

06/10/2026

🎉🍦 Happy Birthday, Sonia Taylor! 🍦🎉

Today we're celebrating someone who makes our office a little sweeter in more ways than one! 💜

Whether she's bringing in delicious homemade treats, lending a helping hand, making clients feel welcome, or simply brightening someone's day with her warm and caring personality, Sonia is a joy to be around and a valued part of our team.

Sonia, thank you for all you do for our team, our clients, and everyone lucky enough to know you. We hope your day is filled with lots of love, laughter, sweet treats, and definitely an extra scoop (or two) of ice cream! 🍨😊

Please join us in wishing Sonia a very Happy Birthday! 🎂🎈🎊

06/06/2026

🎉 𝐂𝐨𝐧𝐠𝐫𝐚𝐭𝐮𝐥𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐨𝐮𝐫 𝐂𝐄𝐎 & 𝐖𝐞𝐚𝐥𝐭𝐡 𝐀𝐝𝐯𝐢𝐬𝐨𝐫, 𝐍𝐢𝐜𝐡𝐨𝐥𝐚𝐬 𝐆𝐞𝐫𝐭𝐬𝐞𝐦𝐚! 🎉

We are proud to share that Nick has been selected as an 𝐄𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐜𝐞 𝐀𝐰𝐚𝐫𝐝𝐞𝐞 in the annual 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐍𝐞𝐰𝐬 𝐀𝐰𝐚𝐫𝐝𝐬 in the 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫 (𝐑𝐞𝐠𝐢𝐨𝐧𝐚𝐥 – 𝐌𝐢𝐝𝐰𝐞𝐬𝐭) category! 👏

This recognition reflects Nick’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 couldn’t be more excited to see Nick recognized among the industry’s best.

Please join us in congratulating Nick on this outstanding accomplishment! 🎊

06/05/2026

🎉 Celebrating 2 Years with Associate Wealth Advisor Andrew Spitzer-Fox! 🎉

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. We’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! 👏🎊 Here's to a fantastic two years and many more to come!

06/02/2026

✨ 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐆𝐢𝐯𝐢𝐧𝐠 𝐆𝐨 𝐅𝐮𝐫𝐭𝐡𝐞𝐫 ✨

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! They’ll share their missions, the impact they're making in our community, and ways you can get involved.

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

📍 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

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!

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

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