Portfolio

A practical, risk-aware investment process

Getting an idea of your financial vision, setting goals and understanding your investment personality are components our comprehensive approach. The information about you generated by this process is essential to determining your tolerance for investment risk and your risk profile.

We can typically consider an investment universe that includes mutual funds, exchange traded funds (ETFs), individual stocks and individual bonds (taxable and tax-advantaged) and, if appropriate, alternative investments.

We can help you make asset allocation and investment selection decisions based on a top-down, macro view of the markets.

Scott Brown is a qualified PIM portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, as well as third party model portfolios and investment strategies.

The PIM program may be suitable 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.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

A comprehensive approach

At Shore to Summit, we strive to become part of our clients’ lives—and they become part of ours. We understand the unique concerns of each generation and consider ourselves extensions of your family. At the heart of a very comprehensive, 7-step approach is the Envision® planning process.

This framework contains all of the information that makes up your comprehensive plan. It is the foundation we use to help you make decisions around your entire financial life—from funding education goals and taking that big family trip to preparing for retirement and designing your legacy

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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 professionalsX

Portfolio

A practical, risk-aware investment process

A comprehensive approach

Helpful Links

Resources