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Wealth Management Services

At Gertsema Wealth Advisors, we specialize in retirement income planning. Each one of our clients is unique. They have their own situations, goals, and dreams. Our goal is to provide and implement a retirement plan based on your specific goals, income requirements, and level of comfort.

Once the plan is built, approved by you, and implemented, we believe you should know exactly how your portfolio is progressing. Through regularly scheduled face-to-face reviews, you can see how your retirement plan is working and progressing toward your goals and income needs. Following your review, you’ll receive a follow-up letter detailing exactly what was discussed and then a reminder when it’s time for your next review.

Our goal is to partner with you to help make your dream retirement a reality.

 

PORTFOLIO MANAGEMENT

Your Wealth Advisor will help select a blend of disciplined investment strategies to work towards your ultimate financial goals. Learn More

 

LEGACY PLANNING

Your Wealth Advisor will work with dedicated specialists and will help guide you to resources to provide peace of mind for when you pass your wealth to the next generation. Learn more

 

WEALTH PLANNING

Our wealth management process is built around your personalized financial plan. We learn all about you, where you are now, and where you’d like to be. Learn more

 

WHAT TO BRING

We will need a complete picture of your financial situation so that we can design a proposal best suited to your needs and goals. Learn more