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.