Your goals, purpose and values are important to us. We listen and we'll work with you to create a financial plan that's personalized for your family and your future. Whether you are just starting out, nearing retirement or living your best life, we are here to offer practical guidance for years to come to help take the stress off your shoulders.
If you’re ready to get started, please reach out to set up a complimentary consultation.
Your goals, purpose and values are important to us. We listen and we'll work with you to create a financial plan that's personalized for your family and your future. Whether you are just starting out, nearing retirement or living your best life, we are here to offer practical guidance for years to come to help take the stress off your shoulders.
If you’re ready to get started, please reach out to set up a complimentary consultation.
Our story
For more than 30 years, Gerken Wealth Advisors has been a valued partner in the financial journeys of our clients, many of whom have been with us since the beginning. We believe that earning your trust means listening, following through with tailored solutions and being transparent along the way.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
How we work with you
When you work with us, you will have the knowledge, experience, and follow-through of our entire team. We realize that you have your own experiences, beliefs and unique situations. We want to hear it all so we can create a plan that encompasses everything. Together, we'll put your plan to work, and we'll keep it on track as life changes so you can feel good knowing that every dollar is working as hard as you do.
Our solutions
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Office information
Address:
726 W C StNewton, NC 28658