Gummow Wealth Advisor Group of Wells Fargo Advisors Homepage

Our advice is dedicated to the prosperity of our clients!

Investment Managers

Tailored Portfolios

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.

Wealth Management

Retirement and Investment Planning

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.

Retirement Distribution Planning

Tax Efficient Income Planning

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.

To build an investment planning strategy designed around your specific needs, goals and tolerance for risk, call 815-921-0531 or visit our contact page to schedule an appointment today.

Invested in Your Success…

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:

  • A dedicated Private Investment Manager who makes investment decisions on your behalf;
  • A long-term portfolio management approach that seeks to maintain diversification*;
  • Flexibility in building and maintaining a portfolio using a diverse selection of investments, and;
  • A high level of professional service and personal attention as we quarterback your financial life.

*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.