Ollie B. Harris III

First Vice President - Investments, Senior Financial Advisor

Our Planning Process

We believe that a well thought out investment plan should serve as the foundation of our long-term relationship. Combining goal-based advice with sophisticated statistical modeling, the Envision® process helps us create an effective, easy to understand, investment plan tailored just for you.

A Customized Approach to Wealth Management

The Envision® process is designed to help bring clarity to your financial life. Right from the start, our team invests time to get to know you and your family. We firmly believe a customized approach requires time and patience. In taking our time, we can fully understand your risk tolerance, time horizon, and cash flow needs.

Our process will help keep you on track so you can always be able to easily answer the question, "How am I doing?"


Getting to know you

Our first meeting has a simple agenda: we get to know each other and determine if there is a good fit. We learn about you and your personal situation and discuss your concerns and your goals for the future. We share information about our team, our process-oriented discipline, and answer any of your questions.

Our goal is to gain your trust and confidence so we can help you plan for and work to achieve your future hopes and dreams.

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Discovering your goals
Next, we take a collaborative approach and through a series of conversations, uncover the details of your situation. We discuss your long-term and short-term goals and priorities. This discovery allows us to help create a customized investment plan for you and your family.

Building your plan
Next, we present our recommendations. Combining Wells Fargo Advisors’ Envision® planning technology with our planning knowledge, we provide you with an assessment of your complete financial picture. Your Envision® plan documents your goals and reviews your progress toward reaching them.

Reviewing your progress
Planning is an ongoing process. We meet with you to review and adjust your plan, so it stays up to date and in sync with your changing life.

If your goals or financial circumstances change, it’s easy to update your Envision® plan and measure the impact on reaching your goals. By tracking your ongoing investment results against your Envision® “Target Zone,” you’ll always be able to easily answer the question, “How am I doing?”



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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 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 present actions 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.

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 (AL, AZ, CA, CT, FL, GA, IL, LA, MO, MS, NC, NE, NY, OH, PA, TX, VA, WA, WI). 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.

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