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.

10/31/2026

Some things are just too good not to bring back from the dead! 👻😂

We’re throwing it back to last Halloween when a few friendly ghosts made themselves right at home at GWA! 🎃

Wishing you a Halloween full of sweet treats, spooky fun, and just the right amount of mischief! 😉🍬

Happy Halloween from all of us at GWA! 💜👻

Eight years calls for a celebration and a big thank-you! 🎉💜As we celebrate GWA’s anniversary this week, we keep coming b...
10/30/2026

Eight years calls for a celebration and a big thank-you! 🎉💜

As we celebrate GWA’s anniversary this week, we keep coming back to the people who make it all possible.

Our clients, who share their lives with us and trust us to be part of some important conversations. Our team, who care deeply about the people behind those conversations. And our families, friends, and community, who have cheered us on along the way.

This year brought three new faces to our team, and we’ve loved getting to know them and seeing the ways they’re already contributing to GWA.

Whether you’ve been with us since the beginning or just recently joined us, we’re grateful you’re here. Thank you for making these eight years so meaningful. Cheers to the memories made and the ones still ahead! 🥂

10/29/2026

The Joker burns a giant pile of cash. Nick and Scott start talking about the Federal Reserve. Occupational hazard. 😂🔥

Our Financial Planning Month movie series continues with The Dark Knight! What starts as a little commentary on Gotham’s most expensive bonfire turns into a conversation about money supply, the Fed, and how changes in the amount of money circulating can affect the economy.

Only at GWA could a Batman scene take this turn.
Popcorn encouraged. Burning cash considerably less so. 🍿🦇

10/28/2026

Most people watch It’s a Wonderful Life and see a holiday classic.

Put two financial advisors in front of the bank run scene, and suddenly we’ve got a lot to talk about! 🏦

In today’s installment of our Financial Planning Month movie series, Nick and Scott revisit George Bailey’s very stressful afternoon and the questions it raises about money, trust, and how fear can influence financial decisions.

Watch along with us! 🍿

When a call for help comes, you answer. ❤️This National First Responders Day, we’re grateful for the firefighters, law e...
10/28/2026

When a call for help comes, you answer. ❤️

This National First Responders Day, we’re grateful for the firefighters, law enforcement officers, EMTs, paramedics, dispatchers, and the many others who serve with courage and compassion to help keep our community safe.

From all of us at Gertsema Wealth Advisors, thank you for the long shifts, the sacrifices, and the care you bring to people during some of their hardest moments. Our gratitude extends to the families who support you, too.

Today and every day, we appreciate you.

10/27/2026

Everyone seems to have a plan for the inheritance. There’s just one problem: It isn’t their money. 👀

Our Financial Planning Month movie commentary continues with Knives Out! Today, Cristina and Jaymon take a closer look at the inheritance drama and the money questions hiding beneath all those family opinions.

Inheritances, expectations, and complicated family dynamics? This one practically invited us into the conversation. 🔎🍿

10/26/2026

October is Financial Planning Month, and we’re bringing popcorn to the conversation. 🍿🎬

Money plays a big role in some of our favorite movies, but between the plot twists and punchlines, the financial details don’t always get much attention.

So, we asked a few of our GWA advisors to watch some familiar scenes together and share what jumped out at them. We called our friends at 52Eighty Creative to capture the commentary and bring it all together, and, as you might imagine, our advisors had a few thoughts. 😂

Join us this week for a little movie commentary!

First up: Christmas Vacation. Clark had a pool picked out. His employer had… other plans. 🏊‍♂️🎄
Watch as Nick and Scott look past the punchlines and into the financial expectations behind them. Because you don’t have to be a Griswold to have plans for that bonus check. 😉

One week ago today, we gathered for our Fall Client Event to celebrate eight years of GWA and the people who have made t...
10/22/2026

One week ago today, we gathered for our Fall Client Event to celebrate eight years of GWA and the people who have made those years so meaningful. 💜🌴

To our clients, thank you for your trust, your friendships, and for spending the evening with us. We love having the chance to catch up, share a few laughs, and enjoy your company outside the office. Getting to celebrate another year with you made it all the sweeter!

A special very thank-you to Castle Bridge Event Center for hosting us, Gina's Cafe and Catering for the delicious food, and Soca Jukebox for putting together the talented musicians who brought the island vibes to life! 🎶

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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