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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

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

10/30/2026

In Barron's newsletter focusing on women financial advisors, they highlight a coming book that includes wisdom from top women investors.

10/28/2026

If you're looking for a reliable, constantly updated source of information about markets and the implications on your investments, we have the perfect content for you: our Weekly Market Commentary. Dive into this week's commentary here: https://www.gervaiswm.com/weekly-market-commentary

10/27/2026

Booker T. Washington once said, "Those who are happiest are those who do the most for others." In 2026, Americans gave around $500 billion to charitable organizations, making America one of the most generous nations in the world. The benefits of charitable giving can even go beyond helping others. It can also be a means for teaching financial responsibility. One way to accomplish this is by making it a family affair.

There are several benefits that come with charitable giving. Let’s explore more: https://www.gervaiswm.com/blog/safe-selling-cybersecurity-tactics-for-small-business-owners

10/23/2026

Rising rates have borrowers working to secure their rates, but lock terms and costs vary.

10/21/2026

Looking for clear, concise updates on the financial markets? You’re in the right place! ✅ The Weekly Market Commentary breaks down the latest news, trends, and insights—helping you make informed decisions: https://www.gervaiswm.com/weekly-market-commentary

10/20/2026

Cybercriminals may be more dangerous to small businesses than to large corporations. Small businesses are ideal targets for hackers because these businesses often lack a strong cybersecurity policy.

Here are a few ways a small business may keep themselves and their customers cyber secure and help to ensure they are safely selling: https://www.fmgwebsites.com/0ed648cc-0138-4237-ab82-8aaa96c88e4a/blog/safe-selling-cybersecurity-tactics-for-small-business-owners

10/19/2026

Generational wealth starts with thoughtful planning, open conversations, and a long-term perspective.

Swipe through for ways you can help prepare your children for the future while building a legacy that reflects what matters most to your family.

10/16/2026

As AI accelerates the pace of business, leaders are under pressure to keep up. Here's why pausing to think may be one of the most productive things business leaders can do.

10/14/2026

🚨 Market Movers & Economic Shakers!
LPL’s Weekly Market Commentary is your go-to source for breaking down the latest financial headlines. Don’t miss this week’s insights—click to read now! 📉📊📈 https://www.gervaiswm.com/weekly-market-commentary

10/09/2026

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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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