Your Life. Your Finances. Aligned.

Gettings Busch Wealth Management is an independent Registered Investment Advisory firm committed to helping individuals and families achieve their financial goals.

Financial planning should feel clarifying, not overwhelming. But for most people, the more successful they become, the more complex their financial picture gets. More decisions. More tradeoffs. More things that can fall through the cracks.

That is exactly what we built Gettings Busch Wealth Management to solve. We bring together retirement planning, investment management, tax strategy, and estate planning under one roof, coordinated by a team that sees your full picture and makes sure every piece of your plan is working for you.

When you partner with Gettings Busch, you can expect a relationship built on trust, integrity, and a deep understanding of your unique life goals. As a fiduciary, we are legally and ethically bound to always act in your best interest. With over 60 years of combined experience, we bring a wealth of knowledge to guide you through every financial stage. You will have honest and transparent conversations with an investment partner who truly knows you, your values, your dreams, and your challenges.

How We Help

Tax-Smart Investing and Portfolio Management

Your investments should work in concert with your overall financial plan, not in isolation from it. We build diversified, risk-managed portfolios using institutional-quality research and technology, and we manage them with your tax situation in mind at every step. As fiduciaries, every decision we make is made with one priority: your best interest.

Retirement Planning

Retirement is not just a number. It is a transition that takes years of careful preparation and an income strategy that holds up through market cycles, tax changes, and life's surprises. We help you build toward retirement with clarity and manage through it with confidence, adjusting your plan as your life evolves.

Cash Balance and Defined Benefit Plans

For high-income business owners and self-employed professionals, including real estate agents, physicians, attorneys, and consultants, a Cash Balance or Defined Benefit Plan can be one of the most powerful tax deferral strategies available. These plans can allow qualifying individuals to defer $100,000 or more per year beyond what a 401(k) alone allows. If you are paying more in taxes than you should be, this is a conversation worth having.

401(k) Plan Consulting

With roots in the retirement plan space dating back to 1982, we bring decades of experience helping businesses design, implement, and manage 401(k) plans that work for both the company and its employees. We handle plan design, investment selection, compliance, and employee education so you can focus on running your business.

Estate Planning

You have spent a lifetime building something worth protecting. We work alongside your attorney and CPA to help you structure your accounts, beneficiary designations, and investment strategy so your wealth transfers intentionally and efficiently to the people and causes that matter most to you.

Tax Planning

We examine every client's financial picture through a tax lens. Working closely with your CPA, we help position your investments to minimize unnecessary tax drag through asset location, tax-loss harvesting, Roth conversion strategies, and other tax-aware techniques. Good tax planning and good investment management should reinforce each other, and at Gettings Busch they always do.

Charitable Giving

Thoughtful philanthropy is about more than generosity. It is about maximizing impact. We help you structure your giving through the most tax-advantageous channels available, including donor-advised funds and qualified charitable distributions, so more of your money goes where you intend.

College Savings

We help families build smart, tax-efficient education funding plans that balance college savings with retirement goals, so you never have to choose one over the other.

Life Insurance and Risk Management

Protection is part of every complete financial plan. We assess your insurance needs objectively and help you put the right coverage in place, including life, disability, long-term care, and business insurance, to protect your income, your family, and what you have built.