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.
Learn More
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.
Learn More
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.
Learn MoreHelpful Content
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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.
How Helping Charities Helps You
Donation is on people’s minds around tax season.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Beyond Breakfast-in-Bed: 5 Finance Gifts for Mother’s Day
Depending on the mom, the right Mother’s Day gift can run the gamut from flowers to flatscreens, but this year why not try something a little different: the gift of financial confidence. Whether making a household budget or planning for retirement, there’s probably a mom in your life who can use one of these gift ideas:
The Value of Planning as Retirement Approaches
Don’t wait until you’ve reached the point where you feel pressured to make major retirement decisions.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
View all articles 
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What is Life Insurance? Part 1
What is Life Insurance? Part 1
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.