Wachovia Securities

The Brookreson Wealth Management Group of Wachovia Securities

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OUR MISSION

To work with select families and businesses in arranging their financial matters, helping them achieve their financial goals and creating a legacy without undue financial sacrifice or overexposure to risk.

By combining our individual professional knowl­edge and the resources of one of the largest financial services institutions in the world, we believe we offer a unique client experience.

Dedicated to intimately understanding our clients and their life objectives, we create value through sound judgments based on our knowledge of wealth management, asset allocation and invest­ment strategy.

We work with our clients to formulate and imple­ment comprehensive investment plans, and we provide ongoing guidance and direction along the way. Reinforcing the important role of discipline, we maintain a long-term perspective during each step of the process.

As we act as seasoned financial advocates, our unwavering focus is on what we cherish the most — the trust and confidence of our clients.

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

Shelter from the Storm

Finding yourself on the wrong side of a multimillion-dollar decision would be a bad time to discover you didn’t have enough liability coverage under your homeowners and auto insurance.

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