Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you plan for your future with confidence, and are backed by the resources, knowledge and investment strategies of one of the nation’s most recognized financial services companies. Most importantly, we emphasize and value relationships built on the trust earned through integrity, hard work, and service.


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Our Envision® process helps us keep you on track toward the future you’re planning. Our process is also flexible, so we can easily review and update your plan if your goals or circumstances change. Additionally, you can “test-drive” goals to find out how they’ll play out within your plan.
  • Explore your life goals
  • Plan your investments around benchmarks that hold real meaning to you
  • Track your progress toward achieving them 

Best of all, it gives us the tools you need to: 
  • Decide on an appropriate investment strategy
  • Monitor your progress
  • Re-sync — or rethink — your approach whenever necessary

Once we have helped you explore your goals and dreams, we’ll create an investment plan together to support them.


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IMPORTANT: The projections or other information generated by [name of investment analysis 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® 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. © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.


Wells Fargo Advisors is one of the nation’s largest full-service retail investment companies and a non-bank affiliate of Wells Fargo & Company. We have a unique structure and scale that combines the capabilities and best practices available through one of the nation’s largest full-service retail investment companies, yet we retain and focus on supporting the relationships with our clients. We believe this philosophy clearly sets us apart from our peers.


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