Our Process

It’s about you and your path forward

The two fundamental questions that anyone has of our industry regarding retirement planning are: “Will I make it?” and “Do I have any financial blind spots?” These are the two most critical and profound questions that anyone has in their financial life.

The first thing we do is to go through a deep discovery process where we help you define everything you’re trying to accomplish in your retirement life with a high degree of specificity. We take everything you’re currently doing financially to prepare for retirement, lay that on top of your goals and tell you whether you are going to make it. If the answer is yes, we congratulate you for being well on your way. If the answer is no, we surface the shortfalls and challenges and give you rational solutions to get back on track.

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.

Learn more about how we can help you plan, invest and map a realistic course to your future.

Harbour Bridge Wealth Management

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, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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