Wealth Management | Disciplined Process

1. Discover

Our goals-based planning process begins with a comprehensive understanding of each client’s unique financial goals and objectives. 
We assess investment risk, time horizons, and tax considerations1
We also review and analyze liabilities, insurance, and estate investment planning needs2


2. Design

Our team uses The Envision® planning process – a powerful investment planning tool to help clients clarify and prioritize goals; track the confidence in achieving these goals; and provide an actionable roadmap towards achieving financial wellbeing.
Based on client discovery and Envision results, we design an optimal asset allocation plan, conduct rigorous due diligence to help identify “best-in-class” investments and strategies, and construct portfolios that we believe are blended for best fit.

3. Deploy

We implement client approved plans, monitor client progress, and recommend strategies to help keep clients on track and focused on the long-term.
As life brings about change, we work with clients to measure the impact on their goals and realign recommendations to sustain their financial strategy.



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1 Wells Fargo Advisors and its affiliates do not provide legal or tax advice.
2 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are   underwritten by unaffiliated insurance companies.
3 Asset Allocation does not eliminate the risk of fluctuating prices and uncertain returns.
Envision® is a registered service mark of Wells Fargo & Company and used under license