Creating a fully integrated, personalized investment plan

Combining goals-based advice with sophisticated statistical strategies, we use the Envision® planning process to articulate your priorities to help achieve them in your investment portfolios. Ultimately, the Envision process is a bespoke resource intended to help you live the one life you have the best way you can, without undue financial sacrifice or overexposure to risk.

We start with a highly detailed review of all the relevant aspects of your financial life:

  • Retirement Accounts
  • Debt
  • Tax Returns
  • Insurance

  • Estate Document
  • Real Asset Holdings
  • Philanthropic Commitments
  • Investment Portfolios

Upon completing this review, we: 

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Consult with your other professional advisors, including attorneys, accountants, and insurance agents
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Interview you to understand your current lifestyle needs and any future retirement, legacy, or philanthropic goals
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Through Envision, determine the investment designed to take on the least possible amount of risk and provides a high probability of achieving all of your goals
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Review the plan with you and align your investment portfolios and debt in a tax-sensitive manner to help achieve your desired level of risk and return

We will have meetings with you on these portfolios to evaluate, rebalance, and report as needed. Changes are made as your goals and lifestyle evolve or if there is a change in the investment landscape.

The Envision Strategy Plan:

To view more information on what the Envision planning process entails, click here. The Wells Fargo Advisors website shows you how we can guide you through the Envision process.
SOURCE: Results are based on a survey conducted online by Versta Research from June 5-June 22, 2019 among 457 Envision clients with Financial Advisor relationships. Results are not representative of other client experiences or indicative of future success or performance. The Envision process is a brokerage service provided by Wells Fargo Advisors.
ENVISION METHODOLOGY: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation the Envision tool simulates, different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Other will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between.

IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time