Preserving Wealth Requires Diligence and Focus.
We Utilize The Envision® Process.
We have found that the true measure of wealth management success is when financial decisions continue to reflect each client’s goals at different life stages and asset levels. That’s why we employ Wells Fargo Advisors’ Envision process. This flexible, easy-to-understand process brings objectivity and real-world meaning to your dreams and financial objectives, as they change over time.
By utilizing the Envision process, we identify, prioritize and address your professional and personal goals. And because your situation is unique, the Envision process begins with a frank discussion – with the intent of clarifying immediate circumstances, opportunities and long-term objectives.
The Envision process enables us to work with you to align evolving objectives with new tactics. Investment strategies are customized for you, by combining goals-based planning with our sophisticated statistical modeling. Our goal is to help you live the one life you have in the best way possible, without undue compromise, risk or stress.
The Envision process allows you – and us – to monitor financial progress throughout your life, so at any time, we can answer your question: “How am I doing?”
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 presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2020 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.