695 Bloomfield Ave,
A comprehensive multi-phased financial planning process that begins with discovery to design, recommendation to implementation and the advanced planning needed in light of evolving personal and professional needs.
Dedicated Portfolio Manager utilizing industry leading independent research to craft customized investment solutions. Access to best in class financial planning analytics and open architecture investment capabilities with no proprietary bias.
Integrated advisory team, led by a private wealth advisor, fosters greater accountability and risk management. With a focus on comprehensive services, we elevate the Evoke experience by leveraging the capabilities of CPAs, attorneys, and other experts when warranted.
Comprehensive financial planning requires careful analysis of both your current and desired situation, and the coordination of each aspect of your finances.
As a full-service financial planning firm, Evoke Wealth Management 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. Our loyalty is to our clients, not a company. We work diligently to serve educators, physicians, executives, entrepreneurs, and people in a number of 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.
We call this Conscious Capitalism