Envision® Process


The Envision® process offers you an effective way to identify your highest priority goals and develop an investment plan designed to help 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.

  • 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, insurance and tax strategies 
  • Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance and investment time horizon 
  • We can meet and together review your plan and update as needed.
Wells Fargo Advisors is not a legal or tax advisor.

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, AR, CA, CT, DE, FL, GA, IL, LA, MO, MS, NC, NJ, NY, PA, SC, TN, TX, WA). 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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