Customized portfolio design and construction according to personal long-term goals
Asset allocation strategy using core-satellite approach
Diversified portfolio using low-cost mutual funds, ETFs, and individual stocks and bonds
In-depth research process led by experienced investment professionals
Disciplined, long-term approach utilizing stringent investment criteria
Define major life goals and dreams
Analyze retirement cash flow needs and resources
Stress test various scenarios using Envision to determine level of confidence of achieving goals
Create recommended retirement scenario
Review progress with clients, update goals as financial circumstances change
Life insurance policy review and needs analysis
Long-term care strategies
Wealth and income replacement strategies
Health and disability insurance evaluation
Beneficiary & account titling review
Estate & wealth transfer strategies
Plan design analysis
Service provider search and evaluation
Business succession planning
Comprehensive Personal Financial Review
Tax reduction strategies
Executive services including stock options, restricted stock, deferred compensation.
Neither Trinity Capital Management or Wells Fargo Advisors is engaged in rendering legal, accounting or tax advice. If legal, accounting or tax assistance is required, the services of a competent professional should be sought.
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. © 2003-2021 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 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.
•Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
•This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
This information is intended for use only by residents of (AZ, CO, CT, FL, IN, LA, NE, NJ, OH, OK, SC, TX, UT, WA, WY). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.
For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.
Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.
Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.
©2021 Wells Fargo Advisors Financial Network, LLC. All rights reserved.