Our Difference
Our Difference
At the Gervais Group, we specialize in customized financial planning and investing strategies for our clients, ensuring that they have the freedom to pursue what matters most in their lives. Our experienced and highly credentialed team works with high-net-worth individuals and families to align their investments with their unique personal situations and financial goals.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education, examination, and experience sets a CERTIFIED FINANCIAL PLANNER TM professional apart from other advisors.
The CFP ® certification reinforces your financial planner competency, through rigorous education and experience requirements– including ongoing continuing education coursework.
Charted Financial Analyst (CFA)
Through its education, standard setting, and advocacy programs, the CFA Institute sets the benchmark by which to measure the knowledge, integrity, and professionalism of an investment advisor.
When you work with a CFA charterholder you gain confidence that your advisor has achieved one of the highest distinctions conferred upon a select group of rigorously trained professionals. Those who choose to manage private client portfolios bring those same institutional skills to individuals and families.
Certified Private Wealth Advisor® (CPWA®)
Certified Private Wealth Advisor® (CPWA®) is an advanced education and certification program for financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.
By selecting a CPWA advisor, you’re working with someone who has committed themselves to attaining advanced wealth management knowledge and can guide you through the most complex issues, ethically and with only your best interests in mind.
Family Wealth Advisor
Generational Family wealth management is at the forefront of our intentional focused credential. We are able to provide exceptional, elevated service to you and your family.
We are connected to a host of integrated solutions and strategic partners designed to help you navigate once-in-a-lifetime transactions and protect what matters.
Team Accolades
Forbes Best in State Wealth Advisor
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
- Lori Gervais - 2023, 2022, 2021, 2020, 2019 & 2018
Forbes/SHOOK Research Best-In-State Wealth Advisor, publication as of April 4, 2023; April 7, 2022; February 11, 2021; January 16, 2020; February 20, 2019; and February 27, 2018. Rankings as of June 30 of the prior year.
Forbes Top Women Wealth Advisors Best-In-State
The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
- Lori Gervais - 2023, 2022
Forbes/SHOOK Research Best-In-State Wealth Advisor, publication as of February 2, 2023; February 4, 2022. Ranking as of September 30 of the prior year.
Forbes America’s Top Women Wealth Advisors
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
- Lori Gervais – 2021, 2020
Forbes/SHOOK America's Top Women Wealth, publication as of March 24, 2021; April 21, 2020. Rankings as of September 30 of the prior year.
Working Mother and SHOOK Research TOP WEALTH ADVISER MOMS
- Lori Gervais – 2021, 2020, 2019, 2018, 2017
Working Mother and SHOOK Research, published as of October 12, 2021; September 29, 2020; October 3, 2019; October 2, 2018; October 3, 2017. Rankings as of March 31 of the prior year.