We Have 8 Core Values That Guide Us Each And Every Day
It's Important To Sleep Well At Night
Our process helps to identify known risks and quantify them in real dollars so you can better understand their meaning. We provide actionable steps and implement the necessary changes to adjust these risks to levels that you feel comfortable with.
Our Independence Sets Us Apart
We passionately defend our independence and the benefits it can provide you. As an independent advisory practice, we are held to a higher fiduciary standard than many advisors. We are committed to putting your needs ahead of our own and are free to utilize cost-efficient investment choices and insurance products without conflicts of interest or sales goals.
Financial Planning Should Not Be Intimidating
Our Envision Advantage Process is specifically designed to reduce anxiety and replace a feeling of being financial overwhelmed with a simple yet effective approach to financial planning.
Money Is Emotional
Many investors struggle to fully understand their relationship with money. One of our most important roles is to help you clarify the emotions that financial decisions bring up and learn how to harness those emotions during stressful times.
Lower Costs Can Make a Big Difference
Study after study shows that lower costs improve investment performance over time. Wall Street continuously introduces creative products designed to entice you to part with your money and generate additional revenue for their firms. Not only do we help you avoid expensive mistakes, but we also shop for better investment alternatives for all of our clients on an ongoing basis.
Technology Should Help, Not Frustrate
Over the years, we have embraced technology when it provides a better experience for our clients. Our technology is easy to operate and provides you with a clear picture of where you currently are and where you want to go. Daily updates automatically flow into the proper areas so your plan doesn’t get out of alignment. Our local team can reset passwords and give you guidance at any time.
Your Financial Plan Should Grow With You
Our lives and the world around are constantly changing, so why should our financial plans be set in stone? At Envision Wealth Management, our financial plans include design flexibility and “what if” scenario planning so you can be more prepared to handle the changes that life brings your way.
Our Job Is To Help You Make Sense Of An Increasingly Complex Financial World
There’s a lot of information out there and media headlines can cause you to panic. That’s why we are committed to filtering the exhaustive amount of information available and delivering resources that are relevant to your situation and will serve to improve your understanding.