Bradley Gummow
Managing Director - Investment Officer

CONNECT

Address:



6801 Spring Creek Road
Rockford, IL 61114

Phone:

(815) 921-0531

Fax/Other:

(815) 282-0499

 

The 6 core values of

 The Gummow Wealth Advisory Group of Wells Fargo Advisors

 

  • OrganizationWe help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate investment planning, etc., and also the “micro” level of retirement income cash flow).

 

  • AccountabilityWe will help you follow through on your financial action plan, by working with you to prioritize your goals, show you the actions you need to take, and regularly review your progress towards achieving them.

 

  • ObjectivityWe bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to help ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

 

  • ProactivityWe work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

 

  • Education. We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

 

  • RelationshipsWe attempt to help you achieve the best life possible working in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

 

The Gummow Wealth Advisory Group of Wells Fargo Advisors, Wells Fargo Advisors and its affiliates are not legal or tax advisors. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Car #1218-03079

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals