We make security selection and allocation decisions based on the complexities of your unique financial situation, tolerance of market volatility, as well as investment objectives, taking only as much risk as necessary to achieve your goals.
We believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan – one that fits your unique circumstances and grows with you.
Many retirees don’t realize how much of their income can be forfeited to taxes without proper planning – that's where we come in. We strive to develop optimal distribution strategies, keeping in mind your tax situation to help you keep more of what you earned during your lifetime.
The Gummow Wealth Advisory Group of Wells Fargo Advisors offers customized portfolio management through the Private Investment Management (PIM®) program. Geared toward a client’s unique investment goals, the program is designed to take an active approach to asset allocation, balancing your investment mix with changing market conditions, taking no more risk than is necessary.
Through the Gummow Wealth Advisory Group of Wells Fargo Advisors, PIM® offers a level of flexibility that can help you navigate key financial events in your life while continuing to remain aligned with your goals and risk tolerance.
Benefits include:
*Diversification does not guarantee profit or protect against loss in declining markets. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Investing involves risk including the possible loss of principal.
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.