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Gertsema Wealth Advisors

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area St. Louis
CRD Number
Website gertsema.net
Client types

Overview

Gertsema Wealth Advisors is an independent wealth management firm headquartered in Saint Joseph, Missouri, operating as a Carson Partners affiliate under CWM, LLC, an SEC Registered Investment Advisor. The firm provides financial planning, retirement planning, investment management, estate planning, and tax planning services to individuals and families across all walks of life. The firm's team of financial advisors takes a coaching and advocacy approach, helping clients define their goals and align financial resources with their life's aspirations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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