As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.

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Charles Schwab

We partnered with Charles Schwab to provide custodial services and back office support for Evans May Wealth. In addition to the company’s strength, size and industry reputation, it was founded on the principles of safety and soundness and takes extraordinary measures to ensure client assets are secure.

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Our Insights


Our Partnership with Sanctuary Wealth

We’re thrilled to announce a new chapter in the legacy of the Evans May team.

As our clients are aware, we have transitioned the Evans May Group, now Evans May Wealth, out of Merrill Lynch and into the independent space, through a strategic partnership with Sanctuary Wealth. We’ve marked the milestone with a refreshed brand and a new website.

As part of this transition, we’ve also welcomed Ian Flanagan into our team, adding a new dimension to our wealth management capabilities.

While all of our clients will enjoy the same services and experiences we have always delivered, we will now be able to deliver a wider range of strategies with a greater degree of customization.

We’re very much looking forward to sitting down with each of our clients to introduce them to the benefits and opportunities available to them through this transition.

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