Though it’s often said that “death and taxes” are certainties, we’ve been in this industry long enough to know that change is a similar constant as well. Whether your life’s objectives evolve or the markets fluctuate, it’s our job to help you make informed financial decisions using the full complement of resources at our disposal. To help you manage and preserve the rewards of your success, we employ a process that not only draws on our experience and conservative advisory approach, but also takes into account thousands of simulations to help us plan your investments around benchmarks that hold real meaning to you.
Taking a conservative advisory approach, we seek to:
  • Understand your present and future wealth management needs and resources
  • Design a plan that helps you pursue realistic, personalized short- and long-term goals
  • Minimize your present and future tax liability, preserve assets for future generations, and optimize both current and deferred assets, such as 401(k) plans, stock options, employee stock purchase plans (ESPPs), pensions, and profit-sharing plans
  • Implement a customized strategy utilizing the extensive resources of Wells Fargo Advisors and its affiliates
  • Manage and review the progress of your plan, adjusting it as needed, to reflect changes in the market and your individual situation

This is called the Envision® planning process.

Once we have a full understanding of your highest priority goals – whether you want to live your ideal financial future, save for a grandchild’s education, buy a vacation home, or build on your legacy through philanthropy – the Envision
process will help you arrive at an asset allocation investment mix that supports your objectives. We will “stress test” your investment portfolio through statistical modeling when creating your plan to help you determine how likely you are to achieve your goals.

From Dreams… To Goals… To Flexibility… To Confidence