What are the opening hours?

Monday 7:30am - 4pm Tuesday 7:30am - 4pm Wednesday 7:30am - 4pm Thursday 7:30am - 4pm Friday 7:30am - 4pm

Gervais Wealth Management

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Winona, MN
Gervais Wealth Management

For many, understanding every aspect of personal finance can be daunting. From investments to retire

05/29/2026

On 529 College Savings Day, a reminder that planning for college doesn’t have to be overwhelming. A 529 plan can be a powerful tool - but knowing where to start matters. Our College Savings Checklist walks through key steps, from setting goals to understanding tax benefits.

✅ Download the checklist and start planning with confidence.

05/27/2026

Each week brings new data, new trends, and new questions. LPL’s Weekly Market Commentary offers perspective on what’s happening now - and what it could mean going forward.

Here is this week’s report: http://gervaiswm.com/weekly-market-commentary

05/26/2026

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education Savings Accounts (ESAs) offer tax- advantaged withdrawals when used for qualified expenses.

But for those seeking an additional tax deduction on their tax return, there are specific tax credits students, and their parents may qualify for.

Here are the tax credits you may qualify for in 2026 or the future, pending no changes in IRS education expenses deduction rules: http://gervaiswm.com/blog/smart-savings-5-tax-breaks-for-college-students-and-parents

05/25/2026

In observance of Memorial Day, financial markets will be closed and our office will be closed for the day.

We join in remembering and honoring those who served and sacrificed. Wishing everyone a safe and meaningful holiday.

05/22/2026

A year-by-year guide to help you retire rich

05/20/2026

If you’re an investor, it’s important to stay up to date on the latest economic and market updates. Find the latest trends and data on this week’s edition of the Weekly Market Commentary: http://gervaiswm.com/weekly-market-commentary

05/15/2026

Republicans and Democrats alike want to take an axe to taxes. Here's more information.

05/13/2026

Ever wonder what the latest market headlines actually mean for investors? LPL’s Weekly Market Commentary covers the week’s most relevant economic and market updates - clearly and concisely.

👉 Read this week’s Weekly Market Commentary on our website: http://gervaiswm.com/weekly-market-commentary

05/12/2026

Do you consider yourself a wealthy individual? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does classify people.

Wealthy people typically have at least $1 million in cash or assets that can be converted to cash easily, which could make planning for retirement more complex. Organizing your financial life can seem daunting at first, so here are six ideas to help you get started: http://gervaiswm.com/blog/wealth-and-retirement-planning-6-ideas-to-help-you-get-your-finances-in-or

05/10/2026

Happy Mother’s Day to all the moms, grandmas, and mother figures who do so much - often behind the scenes - to support their families and shape the future. Today we celebrate your care, guidance, and dedication. 💐

Address

25000 Echodale Road
Winona, MN
55987

Opening Hours

Monday	7:30am - 4pm
Tuesday	7:30am - 4pm
Wednesday	7:30am - 4pm
Thursday	7:30am - 4pm
Friday	7:30am - 4pm

Telephone

+15074744470

Website

http://www.gervaiswm.com/

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