A complete list of active advisors currently associated with Gerritz Wealth Management, Inc.

Warmer can help you find a great advisor at Gerritz Wealth Management, Inc. or one who fits your needs even better.

Gerritz Wealth Management provides active portfolio management and related advisory services to individuals, high‑net‑worth clients and profit‑sharing plans. The firm manages just under $5 million in discretionary assets for roughly two dozen clients and uses third‑party custodians for client holdings. The investment process emphasizes tactical asset allocation and combines fundamental and technical analysis to time entries and exits. It uses proprietary timing tools — including a moving‑average crossover model for bond/income exposure and trend‑line analysis for equities — and may trade more frequently during volatile markets to mitigate drawdowns. Compared with many peers of its size, the firm’s mix of technical timing models and a fully discretionary, actively timed strategy is atypical, as is its stated willingness to concentrate portfolios or shift allocations quickly. The firm has operated since 1999, maintains a written code of ethics and trade‑aggregation procedures, and documents proxy‑voting and custody practices for client oversight.

To learn more about the advisors currently working at Gerritz Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.