When you work with The Gervais Group, you’ll have a dedicated team of wealth management experts by your side creating customized strategies that align with your unique values, priorities, and relationships. Our team is comprised of long-tenured, diverse, highly credentialed individuals who have solidified themselves as a trusted source of wealth insight for over 25 years. Our distinctive approach includes leveraging our in-house resources as well as external expert team, so we are constantly generating leading thoughts on financial planning and investment management, therefore surfacing ideas that enable our clients to optimize their current plan, make informed investment decisions and ensure they are not caught off guard.
Dedicated to Comprehensive Education and Expertise
- Forbes Best in State Wealth Advisor 2018, 2019, 2020 & 2021 (Wisconsin)
- Forbes America’s Top Women Advisors List 2020 & 2021
- Working Mother and SHOOK Research TOP WEALTH ADVISER MOMS 2017, 2018, 2019 & 2020
- Selected to attend Barron’s Top Women Advisors Summit
- Milwaukee Five Star Wealth Manager 2009-2019