Investment Management

Clarifying Your Goals

Our unique Envision^® planning process offers you an easy, effective way to identify your highest priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want. The centerpiece of your Envision investment plan is a personalized benchmark called “the dot.”

Instead of tracking your portfolio’s performance against a major standardized index, such as the S&P 500, we use the dot to monitor your progress toward achieving your life goals.

Envision also gives you the flexibility to adjust your plan to account for any of life’s changes, such as:

Change of jobs
Sale of a business
Getting married or divorced
Relocating your household

Helping a child or grandchild afford college
Starting a second career
Retirement
Inheriting money or other assets

We offer ongoing advice and proactive communications so you are always fully informed and comfortable with your full financial picture as goals change.

^{IMPORTANT: The projections or other information generated by the Envision tool 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® is a registered service mark of Wells Fargo & Company and used under license.}

Investment Management