Elizabeth City Location:

113 South Water Street, 2nd Floor 
Elizabeth City, NC 27909

Mailing: P.O. Box 383
Elizabeth City, NC 27909

Toll Free: (800) 950-5121
Phone:     (252) 338-5121
Fax:          (252) 338-7568

Outer Banks Location: 

704 Blue Jay Street
Kill Devil Hills, NC 27948

Toll Free: (888) 479-9797
Phone:     (252) 261-8144
Fax:          (252) 261-7677


Our Envision® Process

The Envision process  is an innovative investment-planning process.  We begin by helping you define measurable goals.  Next we evaluate the likelihood that your goals would have been met, given ever-changing market conditions and your recommended investment plan.  Using an advanced simulation methodology,  the Envision process analyzes the delicate balance needed for you to make progress toward your goals while seeking to avoid unnecessary investment risk.

Using statistical modeling, the Envision process simulates hypothetical market and economic scenarios to demonstrate the impact that different market environments would have had on your goals.  With that information, we can adjust your investment strategy to reflect both realistic expectations and your goals.

"We Start With Your Life and Plan Your Money around It"



Click here for a sample Envision report

Click here for The Envision Process profile




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 methodolgy:  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 invetors.  Other 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, Inc. & Wealthcare Capital Management IP, LLC.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals