Wells Fargo Advisors

The Brookreson Wealth Management Group of Wells Fargo Advisors

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OUR MISSION

To work with select families and businesses in arranging their investment-related financial matters, helping them achieve their financial goals and creating a legacy without undue financial sacrifice or overexposure to risk.

By combining our individual professional knowl­edge and the resources of one of the largest financial services institutions in the world, we believe we offer a unique client experience.

Dedicated to intimately understanding our clients and their life objectives, we create value through sound judgments based on our knowledge of wealth management, asset allocation and invest­ment strategies.

We work with our clients to formulate and imple­ment investment plans, and we provide ongoing guidance and direction along the way. Reinforcing the important role of discipline, we maintain a long-term perspective during each step of the process.

As we act as seasoned financial advocates, our unwavering focus is on what we cherish the most — the trust and confidence of our clients.

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

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