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

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

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