The Gertsema Wealth Advisors team has reason to celebrate as they were recently honored as an InvestmentNews RIA Team of the Year Excellence Awardee.
The Criteria
To be considered for this prestigious award, a team must display excellence in the past 12 months. Specifically, the firm should display a spirit of innovation, offer unique strategies to clients and have a solid reputation within the industry.
Gertsema Wealth Advisors falls within a special category of “under 10 advisors”. Excelling to an award-winning level with a smaller team can present its own challenges, but it’s a challenge the Gertsema team relishes.
To be considered for this award, a team must be nominated and further scrutinized by the panel of award judges.
Helping Clients with Highly Customized Strategies
The wealth advisors on the team don’t do what they do for recognition. Rather, they strive to provide clients with personalized wealth strategies that are specific to their unique goals and aspirations. As fiduciaries, their guidance is always rooted in what’s best for the clients – not what’s best for winning awards.
Regardless, it’s still nice to be recognized in such a public way!
The team’s award-winning CEO & Wealth Advisor Nicholas Gertsema said, “I’m thrilled that our team received this recognition. I already know our team is special, and I’m happy when others see it, too!”
Summer Celebration
The team will be celebrated at a ceremony in June in New York, along with the other firms receiving this and other recognitions.
The Gertsema Wealth Advisor team appreciates the clients that make this honor possible. Not yet a client? Or perhaps you’re a client with questions? [Schedule a conversation.]
InvestmentNews RIA Team of the Year (Under 10 Advisors): Awarded to Gertsema Wealth Advisors (2024). The InvestmentNews RIA Team of the Year (Under 10 Advisors) program recognizes and celebrates employee value proposition, overall client service and relationship management, unique business plan and strategies to interact with new and existing clients, spirit of innovation with use of wealth technology and digital platforms/tools and industry reputation. Advisory teams or offices may nominate themselves and the InvestmentNews team will also consider input from peers, partners, and clients. All submissions from our excellence awardees are forwarded to the independent judging panel comprising industry leaders and senior representatives. The panel will assess and vote for their winners in each category according to the relevant category criteria. Using a simple points system to aggregate judges’ votes, the excellence awardee with the top score in a category will be named the winner. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
