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Gruver Wealth Management is part of the full-service ! nancial ! rm Wells Fargo Advisors, LLC, which o" ers high-end wealth management and investment planning services. Managing Director – Investments, Senior PIM Portfolio Manager and LA native Shawn Gruver attended the Marshall School of Business at University of Southern California and graduated as a Renaissance Scholar. Prior to his current position, he was a Vice President and Senior Portfolio Manager at UBS, where in 2013 he was recognized as one of the Top 35 Under 35*. His tenure also includes Morgan Stanly as an Associate Vice President and Portfolio Manager as well as Paine Webber, where he began his career in 2001.

How do clients benefi t from working with your team?“Communication is the key to any successful rela-tionship. Our clients build a partnership on the foundation of transparency and honesty. Working together and sharing responsibility, we identify their goals and dreams; only through eff ective communication can these objectivesbe achieved.”

Give us a great piece of advice how to protect ourselves and our families.“As life expectancy continues to rise, so does the likelihood that the children will inevitably have to step in at some point and help the parents make fi nancial and other decisions. It is never pleasant to discuss one’s mortality, but pu" ing off a conversa-tion would mean that the children would be le# scrambling to help protect their parents hard earned assets. Becoming more aware now and working to put a succession plan in place will help ensure that the parents’ fi nancial decisions are handled in a way that refl ects their wishes.”

What questions or concerns do you hear frequently from clients?“‘How should my investments be allocated to minimize volatility?’ The key to successful investing is to defi ne your goals, be steadfast and patient

in achieving them and focus on the big picture. This discipline includes recogniz-ing that there will be a broad range of per-formances by—and among—the diff erent asset classes. Inevitably some investments will experience negative performances as others ascend or stay fl at.”

Do you off er free consultations fornew clients? “All initial consultations and proposals are free until a family starts working with our

group; then we can structure the compensa-tion in a way that the client feels is the most appropriate for their situation.”

*These awards are based on production. The award is not a recommendation or testimo-nial, and is not necessarily reflective of the past or future performance of the advisor, or of client satisfaction.

Wells Fargo Advisors, LLC, member SIPC, a registered broker-dealer and non-bank affi liate of Wells Fargo & Company.

FAST!FACTShawn spends his free time traveling the world, plays beach volleyball and is an avid freestyle skier.

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Shawn V. Gruver, CFP®, Managing Director –Investments & Senior PIM Portfolio ManagerJohn Szymura, Financial AdvisorNatalie Broderick, Senior RegisteredClient Associate

For further information contact: Mark Correa Branch Manager – Manhattan Beach (310) 725-2262 mark.correa@wfadvisors.com

Los Angeles, California. July 20, 2020 — Please note the following information has updated since the printing of this content:

The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

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

Investment and Insurance Products: Not Insured by FDIC or any Federal Government Agency MAY Lose Value

Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

CAR #0720-02058

mailto:mark.correa@wfadvisors.com