Bradley Gummow
Managing Director - Investment Officer

CONNECT

Address:



6801 Spring Creek Road
Rockford, IL 61114

Phone:

(815) 921-0531

Fax/Other:

(815) 282-0499

Personalized Wealth Management

Personalized Wealth Management

Providing Platinum-Level Client Service

Our vision has nothing to do with transactions, pushing products, or getting bigger for the sake of business – it’s about building lifelong relationships.

 

Investment Planning & Overview

  • Design and implement a customized investment plan, consistent with your risk tolerance, based on your personal goals and priorities
  • Continual monitoring of your investment performance and how your financial decisions affect your probability for success
  • Independent financial advice and management of your investment account

Tax-Efficient Investment Planning

  • Comprehensive review of your specific situation to:
    • Evaluate tax-efficient investment strategies specific to your circumstances
    • Incorporate your accountant’s advice, including a free consultation with your tax preparer

(Wells Fargo Advisors does not offer tax advice.)

Retirement Planning

  • Analysis of your income needs now with projections for your future
  • Income and investment strategies designed to reduce the tax impact in retirement
  • Assistance with bridging healthcare costs and Medicare
  • Social Security filing strategies for maximizing benefits
  • Retirement accumulation and distribution planning

Wealth Planning

  • Legacy wealth-transfer and succession planning using various trust strategies
  • Analysis of your current estate investment planning and identifying potential vulnerabilities
  • Analysis of your long term care and life insurance needs
  • Provide guidance after the death of a loved one and help in transferring their estate to the beneficiaries, including a step-up in cost basis when appropriate

(Wells Fargo Advisors does not offer legal advice.)

Two-way Communication

  • Advice and direction on all major financial decisions
  • Regular reviews and contact with timely updates about the market and how it affects your investment plan
  • Special events, including educational, next generation and client appreciation events
  • Weekly market update to keep you apprised of the most current economic and market conditions
  • Executive briefings on estate and tax law changes and other important updates

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.  Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.  Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by non-affiliated Insurance Companies.  Not available in all states.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

CAR-0917-00901

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