Westlake Private Wealth Management

CONNECT

Address:

200 N. WESTLAKE BLVD., SUITE 202
Westlake Village, CA 91362

Phone:

818-436-6800

Fax/Other:

818-436-6804

The Envision® Process


Wells Fargo Advisors Financial Network's Envision® planning process offers you an easy, effective way to identify your highest priority goals and develop an investment plan designed to help you live your life the way you want.

The centerpiece of your Envision investment plan is a personalized benchmark called “the dot.” We use the dot to monitor your progress toward achieving your goals instead of tracking your portfolio's performance against a major standardized index such as the S&P 500.

The Envision process lets us look at your profile on a regular basis and make sure that you are staying on track. Keeping your dot within the Target Zone helps ensure you're working toward your goals without making undue sacrifices or taking unnecessary risk. The Target Zone is a set of investment parameters in which you can feel confident that you are on track to achieve your goals.

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

  • Increasing
    medical costs
  • Getting married
    or divorced
  • Helping a child or grandchild
    afford higher education
  • Caring for an
    elderly parent
  • Starting a
    second career
  • Inheriting money
    or other assets

And the Envision process lets you “try on” new goals or ideas. For example, if you're thinking about retiring early or starting a business, the Envision tool will tell you how adding a goal could affect your ability to reach your objectives.

[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

[[Member Agent]] is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

[[DBA Name if applicable. Delete this section if no DBA]] is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither [[DBA Name and it's employees OR Member Agent]] nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

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