Our Process

Our wealth management process hinges on successful collaboration between our team and our clients. Our process is designed to establish and deepen relationships while implementing strong investment plans built based on decades of wealth management experience.

Wells Fargo Advisors' Envision® Process is designed to identify, define, and help achieve your goals. Combining goals-based advice with sophisticated statistical modeling, this unique process creates an effective, easy-to-understand method for your to prioritize and achieve important life goals.

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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, we track your progress toward achieving your life goals on your own fully customized benchmark. 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-smart” strategies
  • Creating a diversified portfolio based on your objectives, risk tolerance, and investment time horizon
  • Reviewing changes in your circumstances, and adjusting 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:

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agree their plan is personally tailored to meet their unique financial goals

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agree having an Envision plan helps them feel better prepared for retirement

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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.

Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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.