Our relationship with you reaches far beyond your financial needs – we seek out the goals and milestones that are most important to you and build a plan around them. This investment plan is intimately connected to your personal life. That’s why our comprehensive, planning-based process uses five simple steps to establish and deepen our relationship with you, all while implementing strong plans built on years of wealth management experience.
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.
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 relationship 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. © 2003-2019 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.