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: 

One NEW.png

Consult with your other professional advisors, including attorneys, accountants, and insurance agents
Two NEW.png

Interview you to understand your current lifestyle needs and any future retirement, legacy, or philanthropic goals
Three NEW.png

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
Four NEW.png

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:

Untitled.png
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
Allen/Breslin Wealth Management Group of Wells Fargo Advisors

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 (AZ, CA, DE, FL, IL, IN, KS, NY, OH, SC, TN, TX, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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

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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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