Evoke Wealth Management in Montclair, NJ

Full-Service Wealth Management

We put strategic financial plans into action

Connecting Wealth with Purpose

Let our qualified team align your finances with your values

Customized Investment Capabilities

Best-in-class solutions based on unbiased recommendations

e·voke\ i-ˈvōk \ v. to bring to mind or recall

Wealth evokes many emotions, aspirations, and memories.
Let us help you connect your wealth with your values, your goals and your vision.

Our Profile

The Evoke team is deeply experienced and diverse. These traits underscore our ongoing tradition of distinctive client service and provide for continuity of financial planning and investment expertise.

Our Process

Evoke Wealth Management seeks to provide clients with peace of mind by delivering objective financial advice and comprehensive wealth management services through a collaborative partnership based on mutual trust and respect.

Our Culture

By serving as your true partner, always placing your interests first, we instill comfort and confidence that all your financial affairs are being expertly managed.

Evoke Maximizes Impact

True wealth management encompasses every part of your life. We believe your wealth can align with the purpose and vision you have for yourself, your family, and the causes most important to you. This approach is what makes Evoke Wealth Management unique, and it requires intentional comprehensive planning. You deserve objective, actionable, and cost-effective financial advice driven by your goals. At Evoke, our experienced team builds deep relationships with you for life. We’re here to help you dream bigger, accomplish more, and maximize the impact your wealth has, both on your life and your legacy.

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