circle image.png
We place the highest priority on helping you meet your wealth management goals. In charting your course for the future, we use advanced technology and Wells Fargo Advisors’ innovative Envision Planning Process, which enables you to enjoy your life today and pursue your goals for tomorrow.

By using the Envision planning tool, we are able to:
  • Identify what is most important in your life and help you prioritize your financial goals
  • Coordinate and integrate cohesive solutions for all your financial affairs, including wills, mortgages, and insurance
  • Create a well-balanced, diversified portfolio based on your objectives, risk tolerance, and investment time horizon
  • Review results and changes in your circumstances, while also adjusting your investment strategy based on developing your needs
Research shows that among surveyed Envision plan holders:

98% agree their plan is personally tailored to meet their unique 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.

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 1,000 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. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2021 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.