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Financial Planning with a Purpose

At Winona Wealth Management we understand everyone faces unique challenges in the pursuit their financial goals and that everyone’s purpose in life is different. We believe building a customized plan focused on your short- and long-term goals is the only way to help you fulfill that purpose.

We take the mystery out of preparing for your financial future by providing practical insight and comprehensive solutions specifically designed with your goals in mind. If we sound like the type of people you want to work with simply click get started below. We look forward to partnering with you.

Our Unique Approach Start Now

How We Do Business

Our people first approach helps you understand your entire financial picture and build a roadmap toward your financial goals.

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Our Services

From investing services and insurance to estate conservations and wealth protection, we offer a variety of services all designed to help you achieve your financial goals.

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Our Team

Our team brings diverse professional and life experience to the table meaning we understand your situation and can build financial plans that help you achieve your unique purpose.

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Helpful Content

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Saving for College 101

Here’s a crash course on saving for college.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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