Our Process

Infographic outlining the Envision process.

We’re anything but your typical investment firm. Unlike firms that help you invest toward a dollar amount as a retirement target, our approach to financial advice starts with your unique life goals.

Planning with a Financial Advisor

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

Our innovative Envision® planning process helps your Financial Advisor keep you on track toward a future you can look forward to — one you’ve chosen yourself. Best of all, our process is flexible, allowing us to easily update your plan whenever your goals or circumstances change.

Learn more about the Envision process.

Online tools for investors

Do you like to invest on the side in addition to working with a Financial Advisor? Do you want full control over your investment portfolio?

Check out WellsTrade. Our secure, user-friendly investment portal features a robust set of online investment tools to help you efficiently and effectively invest on your own.

WellsTrade brokerage accounts are offered through Wells Fargo Clearing Services, LLC (member SIPC), a registered broker dealer and non-bank affiliate of Wells Fargo & Company.