What is customized portfolio management?

Black Brook Wealth Advisors offers discretionary portfolio management for investors who seek the flexibility to efficiently build and maintain a customized portfolio using a diverse selection of investments. We provide active, strategic investment management and tactical portfolio rebalancing with the objective of helping you achieve specific investment goals throughout various market cycles.
planning

Planning

Our team provides informed perspectives and tailored approaches to your needs and challenges. We begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth.
investing

Investment Allocation

Our team can help you develop a strategic asset allocation based on your risk tolerance, goals and time horizon for achieving your objectives.
monitoring

Monitoring

For Advisory Clients Only

We can meet to review your portolio results as needed. As your goals or life situation changes, we will evaluate the impact on your total investment plan and keep you on track toward reaching your objectives.

estate planning

Investment Planning

Our team will review your current estate plan to help ensure investments are up-to-date and properly structured to help you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our group will help you integrate your investment and estate plans or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.

Wells Fargo Advisors Financial Network is not a legal or tax advisor. You should consult with your attorney, accountant, and/or estate planner before taking any action. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors.  During periods of lower trading activity, your costs might be lower if our compensation was based on commissions.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services including fees and expenses.  The minimum account size for Advisory Programs varies.