###
Broker Check
 
People Purpose Trusted

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 More

Helpful Content

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

 

Password Protection Strategies

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

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Tax Freedom Day

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos arrow