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Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financials, Inc. today announced the merger of Evoke Wealth Management and Maven Bridge Capital which will operate as Evoke Wealth Management.
Evoke Wealth Management is located in Montclair, New Jersey, with clients across the country. This partnership marks the first geographic expansion for the firm, as Fu will remain located in Brea, California, serving his current client base while also supporting Evoke Wealth Management’s expanding client base on the West Coast.
Hundreds and thousands of sexually trafficked victims suffer in silence, continuing to live a life of indignity.
Over the weekend, Evoke Wealth Management and several of our dear friends were proud to support TAARA in their pledge to fight this odious and dehumanizing reality- by Rescuing, Rehabilitating, Reintegrating and Empowering the victims of human trafficking, giving them a second chance at life.
The symbolism behind the word 'TAARA' (Star in Hindi) is a metaphor that resonates deeply with their mission. Just as stars shine brightest when surrounded by darkness, these survivors strive to reach newfound heights, empowered by our support and belief in their resilience on their path to recovery.
Montclair Award Program Honors the Achievement MONTCLAIR September 8, 2023 -- Evoke Wealth Management has been selected for the 2023 Best of Montclair Award in the Financial planner category by the Montclair Award Program. Each year, the Montclair Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Montclair area a great place to live, work and play.
A team that previously managed a combined $3.5 billion in assets at TIAA became the latest to join Kestra Financial’s wirehouse breakaway channel.
The new practice, called Evoke Wealth, is the 34th firm to go independent using Kestra Private Wealth Services (PWS). PWS, a registered investment advisor subsidiary of Kestra Financial, guides advisors through the steps required to start a new firm, from finding real estate and equipment to keeping up with compliance requirements and technology.
The sky is the limit for these brilliant minds and Evoke Wealth Management along with the several generous donors, was fortunate to witness firsthand, the impact that a foundation can have on the lives of those it is meant to serve.
If you haven’t already , pls take the time to learn, support and spread awareness about SEEDS - Access Changes Everything, an organization dedicated to providing opportunities for highly-motivated students from low income households, within the state’s urban school districts, gain placement in some of the nation’s most competitive schools through its free academic programs.
Headquartered in Montclair, New Jersey, Evoke Wealth Management is a newly independent firm led by Athishay Gangadharan, Craig Petrassi, and Howard Reizun, CFP®. The team leverages nearly 70 years of combined financial services experience to provide institutional and retail clients with an integrated approach to investment management, comprehensive financial planning, and trust capabilities.
Evoke Wealth Management is a boutique high net worth financial planning firm that is proud to serve individuals and families from many walks of life, often across multiple generations.
We provide personalized, concierge level service to create an experience focused on education and support. We work diligently to serve educators, physicians, executives, entrepreneurs and people in several valued professions. While our clients come from diverse backgrounds, they are unified in their mission to align their wealth with their values, purpose and calling.
An advisor trio has left the Teachers Insurance and Annuity Association of America (TIAA) to form an independent practice in affiliation with Kestra Private Wealth Services, a hybrid RIA subsidiary of Kestra Financial for breakaway advisors.
Athishay Gangadharan (pictured, right), Craig Petrassi (pictured, left), and Howard Reizun (pictured, center) will run Evoke Wealth Management in Montclair, N.J. The team offers portfolio management, financial planning and trust capabilities.
Over the weekend, Evoke Wealth Management and our dear friends Martin S. Karpeh, M.D., Julie Karpeh, David Goteiner, Carrie Goteiner and Dr. Sylvia Baszak were proud to support IHC for HER in their pledge to fight this odious and dehumanizing reality - by Rescuing, Rehabilitating, Reintegrating and Empowering the victims of human trafficking, giving them a second chance at life.