Jerding & Polivka Wealth Management
Jerding & Polivka Wealth Management, we bring over 60 years of combined experience helping successful families and individuals build, preserve, and transfer wealth with clarity and confidence. Based in The Woodlands, TX, our team of Wealth Management Advisors provides boutique-like, high-touch service rooted in long-term relationships and deep trust.
Led by John Polivka, CFP®, CIMA®, Mick Jerding, CIMA®, CPFA®, and Colin Jerding, CFP®, CIMA®, we work closely with business owners, oil and gas retirees, and corporate executives, delivering tailored strategies that align every financial decision with our clients' most important life goals.
We specialize in:
- Estate Planning Strategies
- Multigenerational Wealth Transfer
- Business Succession Planning
- Tax-Loss Harvesting
- Customized Investment Strategies
- Corporate Retirement Plans
Our approach is goals-based and highly personalized, combining the resources of Merrill with the feel of a boutique-like private practice. We believe in white-glove service, proactive communication, and potential solutions that go far beyond portfolio management.
Whether you’re planning a legacy, managing a liquidity event, or preparing for retirement, we take the time to understand what truly matters to you — then help you make it a reality.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
APMA™, AWMA™, CFP®, CIMA®, CPFA®, CRPC™, CRPS™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
