Why Choose Us

WE LOVE WHAT WE DO

You can feel Brads' passion and enthusiasm for investing the minute you sit down across the desk from him.  Many of our clients have no time or inclination to learn the intricacies of the investing world, and Brad has the experience and knowledge that many investors do not.

 REFERRALS

We currently receive about 50% of our business from client referrals and the other 50% from individuals who chose to do business with us after hearing one of Brads' educational seminars. It thrills us that we are in a position to help out the family and friends of our valued clients, and quite frankly, it is the highest compliment we could receive.
 

WE PREPARE AN INVESTMENT PLAN
 

We believe that the way to help our clients maintain their physical and financial independence long after retirement and without being a burden to their family is through a comprehensive investment plan.  One of our greatest fears is to see one of our valued clients spend their last dime on a nursing home, or to run out of money twenty years into retirement.  By adjusting the variables such as retirement date, withdrawal amount, the savings amount, or return we can assist our clients in finding a balance that can help keep their fears and ours at bay.
 

WE ARE DISCIPLINED
 

Our goal is to help our clients fixate calmly on their long-term outlook without making common behavioral mistakes in response to talking heads or market fluctuations.  We listen and respond to the needs of our clients but maintain a strict discipline with our buying and selling strategy.  We are a family wealth management team who specializes in investment management.  We are always available to our clients to discuss their concerns or fears especially in times of market fluctuations or corrections.  If you would like more information about our strategies please contact Brad.
 

VALUES
 

Brad learned his work ethic and basic values on the dairy farm in Rockton where he was raised.  Brad feels the weight of our responsibility and does not take the charge lightly.  We all know that the proper preparation and implementation of a plan can make the difference in the quality of a person's retirement and can even determine whether or not they can leave a legacy.   Brad said it best when he tells the team that he "gets goose bumps when a client pursues their goals through the use of a Gummow Wealth Advisory Group investment plan."