Whitney Wealth Management Group of Wells Fargo Advisors believes that before you make an investment decision, it's important to understand where you are today and where you need to be in order to achieve your investment goals.  Using Envision, Wells Fargo Advisors' innovative financial-advice process, we will design a custom investment plan for you.  In particular, we will:

1.  Conduct a personal interview with you to help you define measurable goals.

2.  Prepare a comprehensive analysis of your entire investment situation.

3.  Review with you the details of your custom investment plan.

4.  Execute the investment recommendations.

5.  Review your portfolio and provide pertinent information on any recommended
    changes. 
 

ABOUT ENVISION^®

Envision is intended to help you better enjoy your life today and pursue realistic goals for tomorrow.  Envision is designed to help you monitor progress toward your goals, adapt to changing conditions, and manage investment risk.  This process begins with a simple discussion to identify realistic life goals, state them in measurable terms, set priorities among them, and tie them to your investment portfolio.

Using advanced statistical simulation methodology, Envision can assist in finding the delicated balance needed to help you to progress toward your goals.

With your help we can use the Envision process to help you answer critical questions all investors may face:

 »  Am I compromising my goals too much with my investment choices?

»  Am I taking too much risk or not enough?

»  Am I compromising my life today for tomorrow?

»  Do I need to reevaluate my goals or the time projected for achieving them?

Based on your responses to these types of questions, investments and risk tolerance, Envision helps us help you set a realistic strategy.  Envision tomorrow, today.

Click here for a sample Envision report

Click here for an Envision profile

Envisions’ simulation model incorporates assumptions on inflation, financial market returns and the potential relationship between these variables based on an analysis of historical data. Using Monte Carlo simulation and data provided by the Center for Research in Securities Pricing, Envision simulates 1,000 different potential outcomes over a lifetime of investing. The varying historical risk, return, and correlation between the assets is based on indices over several market cycles. If the indices do not provide sufficient historical data to gauge asset class performance, we may use the performance statistics of related asset classes.

Unlike financial planning, Envision does not include a detailed analysis of insurance, real estate investment or savings strategies.  It also does not cover estate and tax planning.