Putting your financial future in focus.
Our Envision® process offers you an effective way to identify your highest-priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio’s performance against a standardized index, such as the S&P 500, you can monitor your progress toward achieving your life goals on your own fully customized index. It includes:
- Identifying what is important in your life and helping you prioritize your financial goals
- Coordinating and integrating cohesive solutions for all your financial affairs, including wills, mortgages, insurance, and tax strategies
- Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance, and investment time horizon
- You can monitor results, review changes in your circumstances, and we can meet to review your investment strategy as necessary based on your situation
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.
Research shows that among surveyed Envision plan holders:
98 percent
96 percent
92 percent
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.
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, 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. Other 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.