Trusted Financial Guidance | Envisage Wealth Management

About Us

From Foundation to Finish—Your Wealth Plan Starts Here

At Envisage Wealth Management, we believe wealth is more than numbers—it’s about laying the groundwork for the life you want. Alfonso and Robert founded Envisage to provide independent, client-focused wealth management that prioritizes strategy over sales. As fiduciaries, they are committed to acting in your best interest—free from sales quotas or proprietary products—so you can navigate every financial milestone with clarity and confidence.

See It, Plan It, Live It

We see wealth as a tool to help you live a fulfilling life, not just a number on a statement. That’s why we take the time to help you visualize your aspirations and dreams before crafting a personalized strategy. Our goal is to help you build a financial future that aligns with the life you envision.

Collaborative Partners, Proven Results

With over 20 years of experience, Alfonso and Robert have built Envisage Wealth Management on trust, professionalism, and a shared passion for client success. Their long-standing partnership means you benefit from a team that collaborates seamlessly, bringing deep industry knowledge and a unified approach to every financial strategy.

Clear and Transparent Guidance—Always

We believe financial planning should be straightforward and stress-free. That’s why we take a transparent, education-first approach, helping to ensure you understand the “why” behind every recommendation. No hidden agendas, no product pushing—just professional advice tailored to your best interests.

Our Value System

Commit To Your Best Interests

As independent advisors, we make recommendations based on your unique story, circumstances, and goals. Your success is our focus.

Envisage Your Future

We view money as a vehicle to make life goals a reality. We come alongside you, helping you work towards the future you envision.

Prioritize Open Communication

Expect honest conversations to keep you involved and aware. We are experienced in addressing the family dynamics of wealth management.

Reveal The Why

We empower you with knowledge and clarity. This transparency helps ensure you understand the "why" behind our life planning steps and strategies.

Meet the Team

We serve as a team, collaborating to provide the insights and strategies you need to pursue your financial goals with clarity and confidence.

Robert Wheatley, CFP®, ChSNC®

President / Senior Wealth Manager

(818) 264-0314

robert.wheatley@envisagewm.com

With a life-long passion of helping others, Robert gravitated to the financial services industry in 1994 to positively impact people's lives. Robert's mission is to create generational legacies and build financial freedom by helping...

Alfonso Valdez

Vice President / Senior Wealth Manager

310-689-3328

alfonso.valdez@envisagewm.com

Alfonso Valdez began his career in the financial industry in 2004 after earning his Bachelor’s degree in Business Administration from the University of San Francisco. There, he played four years of collegiate baseball and earned many top...

Here for You, Every Step of the Way

Wealth management is an ongoing journey, and we’re committed to walking it with you. Whether you’re preparing for retirement, growing a business, or managing generational wealth, we provide the consistent guidance and support you need to make confident decisions at every stage of life.

Will Your Wealth Fuel the Future You Envision?

Is it enough to create the lifestyle and legacy you want? We design thoughtful, comprehensive strategies to help you move forward with confidence, focusing on what truly matters to you.

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