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Products and Services

We believe in a holistic approach to financial planning. We strive to help you discover, develop, and achieve your life goals. As we uncover and understand the future you want to achieve, we get to work creating an individualized plan designed around your unique life circumstances both present and future. To help you realize your goals we offer a wide variety of financial planning services.

If you are looking for research on a particular financial topic, we recommend our resources page

At Winona Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We help you plan for:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

Common questions we help answer are:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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

We provide assistance in the following areas:


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Planning
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Planning
  • Profit Sharing Planning


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

If you have questions about one or many of the services we offer and want to understand how they apply to you, get in touch with us here.