Our Holistic Approach

At Bezilla Kinney Phifer Wealth Management Group, we take a holistic approach to your overall financial health and planning. We value getting to know you and your journey beyond your financial needs so that we can identify your true priorities and passions. You are a person first before you are an investor. That’s why we establish relationships with you that help us unlock new insights and opportunities for your future.


We leverage a team approach to investment planning, allowing us to offer a broad range of resources and experienced guidance. This allows us to spend more time working with you and your family one-on-one, forming a full understanding of your needs and tailoring a comprehensive plan to address them. 


We focus on engaging with children and grandchildren of our clients to promote early financial education. We want to help you and your family with financial literacy and wealth education for the next generation to ensure everyone understands the importance of being a good steward of the family’s wealth. 

The Envision® Process

Wells Fargo Advisors’ Envision process creates an effective, easy-to-understand method for you to prioritize and achieve important life goals. When you first develop your Envision plan, you and your financial advisor will probably start with “Defining major life goals” and then address the other areas of the Envision process. As your life changes, your Envision plan is flexible to change too, and you can revisit your Envision plan at any stage that is appropriate for your personal situation. 

> Click here to learn more about the Envision Process.