Gervais Wealth Management

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

There’s always a lot of noise in the markets - but not all of it matters.That’s why I like sharing LPL’s Weekly Market C...
06/24/2026

There’s always a lot of noise in the markets - but not all of it matters.

That’s why I like sharing LPL’s Weekly Market Commentary. It cuts through the headlines and focuses on what’s actually important for investors.

If you haven’t read this week’s update yet, check it out here: https://www.gervaiswm.com/weekly-market-commentary

Happy Father’s Day to all the dads who lead, support, and plan for the future every day.Fatherhood is about more than pr...
06/21/2026

Happy Father’s Day to all the dads who lead, support, and plan for the future every day.

Fatherhood is about more than providing - it’s about building stability, creating opportunity, and setting an example for the next generation.

Today, we celebrate the role fathers play not just in their families, but in shaping strong financial futures.

06/19/2026

Value investing was defined more than 75 years ago, but it's still a fundamental concept to pursue investment goals.

Markets move quickly - and staying informed matters.Each week, LPL Research shares timely insights on market activity, e...
06/17/2026

Markets move quickly - and staying informed matters.

Each week, LPL Research shares timely insights on market activity, economic data, and investor takeaways to help put current events into perspective.

If you want a clearer view of what’s happening and why, take a look at this week’s update: https://www.gervaiswm.com/weekly-market-commentary

It’s an old question: Can money buy happiness? Up to a point, yes. But without deep personal relationships, more dollars...
06/16/2026

It’s an old question: Can money buy happiness? Up to a point, yes. But without deep personal relationships, more dollars don’t make you happy.

On Father’s Day, consider talking with your dad about happiness and satisfaction. And if your father is no longer with us, consider talking to an older person you love. Try these simple questions: http://gervaiswm.com/blog/ask-your-father-these-questions-on-fathers-day

06/12/2026

Discover common credit card mistakes young borrowers make and learn tips on how to use cards effectively for building credit.

Wondering what’s driving markets this week?The latest Weekly Market Commentary from LPL Research covers the key trends, ...
06/10/2026

Wondering what’s driving markets this week?

The latest Weekly Market Commentary from LPL Research covers the key trends, risks, and opportunities investors should have on their radar.

Take a few minutes to stay informed:
📖 https://www.gervaiswm.com/weekly-market-commentary

06/05/2026

Paying off a mortgage before retirement is a personal decision, and one that likely depends on your specific financial situation.

On 529 College Savings Day, a reminder that planning for college doesn’t have to be overwhelming. A 529 plan can be a po...
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.

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

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