Our Process

At the foundation of your relationship with First Summit Wealth Management is a precise, integrated approach to long-term investing. You will be guided through a disciplined process that includes taking an inventory of your current assets and liabilities as well as analyzing your existing investment portfolio and investment objectives.

The Envision® process offers you an effective way to identify your highest priority goals and develop an investment plan with the potential to provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio’s performance against a standardized index, such as the S&P 500®, we review your progress toward achieving your life goals on your own fully customized index.
  • Identify what is important in your life and help you prioritize your financial goals
  • Coordinate and integrate cohesive solutions for all your financial affairs including estate investment planning, full balance sheet, insurance and tax strategies
  • Create a well-balanced, diversified portfolio based on your objectives, risk tolerance and investment time horizon
  • Review results, reviewing changes in your circumstances and adjusting your investment strategy as necessary based on your current situation

The Envision Planning Process

If your life goals change with time or fluctuating market conditions alter your plan’s results, we will help adjust your financial road map as necessary to accommodate your changing needs.

Wells Fargo Advisors Financial Network is not a tax or legal advisor. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company are are underwritten by unaffiliated insurance companies.
First Summit Wealth Management

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

This information is intended for use only by residents of (AZ, CA, CO, FL, HI, IL, MA, MI, MN, MO, MT, NH, NV, PA, SC, TX, UT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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