Our Approach

Our Approach

It all starts with your needs

The Envision Process. Define major life goals, Set ideal and acceptable goals, prioritize goals, stress test goals, recommend plan, implement allocation, monitor progress, revisit goals or priorities.

By planning your investments around benchmarks and life events that hold real meaning for you, Wells Fargo Advisors’ Envision® process can connect you to your investment strategy in a refreshing, revealing, and personal way. Even better, it can keep you apprised of that critical financial question, “How am I doing?”

The Envision® process offers you and your Financial Advisor the tools and technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress, and update your approach whenever necessary.

Our client service model is built upon the very principles we would look for in an advisor.

Finding the clearest path to your financial freedom is our aim. And, while the financial world can be complex, we take every step to provide you with clear, digestible direction, taking into account the changes you’re going through. Keeping you ahead of curve and above inflation is a discipline we’ve honed over several years. Sharing that journey with you, we employ a fee-based model. In order for us to grow, your plan must grow. Let our deep care and insight into the unique needs of every client help propel you, and your family, forward, to pursue and enjoy a fulfilling life for generations to come.

Our Services

Catered and Custom

Our team of professionals can help advise on your specific situation and would be happy to talk about what that may look like. Contact us today to start discussing your specific needs and goals.

RETIREMENT PLANNING

It’s easy to put off retirement planning. But the earlier you start planning, the longer and more enjoyable your retirement may be. Do you already have a retirement plan? When can you retire? Will you have enough money to enjoy your retirement? We can help you determine if you are still on track.

INVESTMENT MANAGEMENT

With a comprehensive understanding of your objectives, we will design a plan that brings you confidence about day-to-day investment changes. We work with you to identify your risk tolerance and recommend a portfolio model to help you achieve specific financial goals, from your working years, straight through to retirement. We believe in transparency, logic and diversification.

TRUST & ESTATE PLANNING*

Safeguarding your assets for future generations and providing a thoughtful and meaningful legacy are part of the estate planning process. Together, your Presidio Group Wealth Management Team and Wells Fargo Advisors can provide you investment management capabilities and trust knowledge.

*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Contact Us

Email, call or set up an appointment and take control of your financial future.

Let’s Talk!
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals