Our Approach
Your wealth is not a number
it’s a reflection of you.
That’s where we begin.
Perhaps your wealth results from a successful business career, or from a family legacy. In either case, remarkable opportunities and challenges await. That’s why our brand of wealth management is molded to your personal brand of life management and what wealth means to you.
A wise plan also begins with your vision.
- What do you want to accomplish?
- What do you want for those you love and causes you support?
- What do you see as potential obstacles?
Whether your objective is to build additional wealth, protect what you’ve earned, pass it along, or a combination of these, we collaborate with you and with specialists – to offer timely insights into your world of choices.
Wells Fargo Advisors’ Envision® Process
By using Envision® planning process, we believe our clients benefit from a true measure of wealth management success – one that continues to help you identify and prioritize objectives, then evaluate results, as conditions and interests change.
IMPORTANT: The projections or other information generated by Envision® 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 the 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.
In our experience, you have a better chance of reaching your destination, when you work with people who understand.
We feel being a client of the Huiting Wealth Management Group is different than what you might imagine.
Often, we address issues affecting affluent clients at special events and unique venues, with compelling guest speakers. We also publish a quarterly magazine that we share with you. But we are highly aware that each client is an individual, with distinct and evolving needs.
And so, we are diligent – working to stay in contact with each client, however they deem most convenient.
We Are Committed To Preserving The Wealth Of Our Clients.
Over time, preserving your wealth will grow in importance. Accordingly when reviewing your portfolio together, we can use our risk assessment process to identify your situation and risk tolerance. When necessary, we may recommend simple changes – and we’ll contact you to discuss matters that we believe require your attention.
Of course, we encourage clients to contact us anytime.
Wells Fargo Advisors Financial Network and Huiting Wealth Management Group are not legal or tax advisors.