A complete list of active advisors currently associated with Gettings Busch Wealth Management
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Gettings Busch Wealth Management (BCGM) serves a mix of individual and high‑net‑worth clients as well as institutional clients such as foundations, trusts, employer‑sponsored retirement plans and broker‑dealer customers. The firm offers discretionary and non‑discretionary portfolio management, financial planning and consulting, retirement plan services (including ERISA 3(21)/3(38) engagements), third‑party manager selection, and advice on alternative investments and insurance products. BCGM develops client profiles through discussions of objectives, time horizon, risk tolerance and family circumstances, then implements personalized investment plans that allocate among equities, ETFs, mutual funds, individual stocks and, when appropriate, alternative investments. The firm describes an in‑house research process that uses Morningstar and other institutional tools, ongoing account monitoring and reviews, and client performance reporting delivered via third‑party manager reports and its Orion reporting platform. A notable feature highlighted in the brochure is that the firm publicizes performance results and emphasizes performance reporting responsibility — observing that third‑party managers produce performance reports and that BCGM can supply client‑facing year‑to‑date performance reports. The firm also combines several services that some peers do not emphasize together, including co‑branded advisor representatives, financial‑institution consulting arrangements, selective use of third‑party managers (with fee‑sharing disclosed), and the option for individually managed stock portfolios alongside model ETF/mutual‑fund strategies.
To learn more about the advisors currently working at Gettings Busch Wealth Management, 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.
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