Stephen L. Gerritz, CFP – Personal Investment Manager

Stephen L. Gerritz, CFP

—–Personal Investment Manager

Stephen is the president and chief investment officer of Gerritz Wealth Management, Inc.  He  is a well seasoned professional whose career spans more than 30 years. As a Certified Financial Planner and veteran in the investment business he is highly qualified to render advice on a broad range of issues facing clients today.

Wanting to be more proactive in managing client accounts Steve became a registered investment advisor in 1993; he later founded Gerritz Wealth Management, Inc. in 1999. Prior to 1993 he was a registered representative and registered principle running branch offices for Investment Management & Research, Inc. and Anchor National Financial Services. Steve understands market cycles. “Market cycles are like seasons. Knowing when to plant (invest) and when to harvest (take profits) is key to being a successful farmer or successful investor for that matter.” When navigating through today’s volatile markets, you need someone like Steve at the helm.

Stephen makes use of the latest technologies to provide the best possible services to his state-wide clientele. Distance is not a problem for Steve, his GWM Advisor Associates or his clients.

Stephen is also well known for his blogging; Gerritz InSights is read by followers all over the country. Communicating with his clients and the financial community is very high on his list of priorities.

Steve has been married to Sandy for more than 16 years. They have raised four terrific children. They enjoy RV travel, outdoor sports, and live music. Steve is an excellent jazz guitarist; in 2004 he had the honor of playing guitar for the President of the United States.

Click Here to View Stephen L. Gerritz, CFP  Experience and Education.

[Return to Previous Menu]

Retirement Success in the New Economy

Are you retired or about to retire?

Big changes in the economic environment may have you wondering just how secure your future may be. Will you be able to sustain a comfortable life? Will your income keep up with inflation? Having a stable and a secure investment foundation is the key. Read More»

Free Offer!

  • Offer #1 Receive a subscription to The Gerritz Letter free of charge for a limited time. Investment guidance at its best
  • Offer #2 Also, receive a free email subscription to Gerritz InSights, our realtime market comments blog