A Financial Partner Who Understands You

Although we serve a diverse array of clients, we find that many of the investors who choose to work with us share similar objectives and values.

Truly understanding these commonalities, as well as the important differences that make each client unique, is the first step toward the successful, long-term financial partnerships we strive to build.

“Every client has their own needs and goals and it is up to us to listen to each of them carefully and manage their money around their life.”
- Roger Gervais

Gervais Group Investment Management


© The Gervais Group • 1539 West Market Street • Mequon, WI 53092 • (262) 240-3519 or (800) 711-6132

© Robert W. Baird & Co. Incorporated.

Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.
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