What We Do

As a client of the Gummow Wealth Advisory Group, you will have access to a wide range of unique money management programs that provide alternatives to traditional brokerage investment opportunities.  Our comprehensive and sophisticated investment advisory programs provide the following benefits:

• Individually managed portfolios tailored to investment goals.
• Securities are held in individual accounts.
• Tax gains and losses can be actively managed.
• Greater control over investment decisions.
• Fee-based versus commission driven.
• Enables investors to focus on their long-term goals.

Our clients are the lucky recipients of Brad's extensive experience and knowledge.  Brad spends a great deal of time and care identifying suitable investments to match our clients risk tolerance and their individual goals.

Stifel does not offer tax advice. You should consult with your tax advisor regarding your particular situation.