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 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 strategy.

We work with our clients to formulate and imple­ment comprehensive 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

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

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