Putting your financial future in focus

The Wells Fargo Advisors Envision® process offers you an effective way to identify your highest-priority goals and develop an investment plan designed around what is important to you. Instead of tracking your portfolio’s performance against a standardized index, such as the S&P 500, we review your progress toward achieving your life goals. The process includes:

  • Identifying what is important in your life and helping you prioritize your financial goals
  • Coordinating and integrating cohesive strategies for your financial affairs
  • Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance, and investment time horizon
  • Reviewing changes in your circumstances and adjusting your investment strategy as necessary based on your situation
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If your life goals change with time or if fluctuating market conditions alter your plan's results, the Envision process offers the flexibility to make adjustments as necessary.

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

Research shows that among surveyed Envision plan holders:

98%

agree their plan is personally tailored to meet their unique financial goals

96%

agree having an Envision plan helps them feel better prepared for retirement

92%

agree their plan helps them talk to their Financial Advisor about significant life events

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.

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, CO, FL, GA, IA, IL, IN, MA, MN, MO, NC, ND, NV, NY, PA, SD, TX, WI, 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.

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