Evans May Wealth is a well-established wealth management team with decades of experience specializing in serving families, executives, and business owners.
With in-house CERTIFIED FINANCIAL PLANNERS™, a CERTIFIED EXIT PLANNING ADVISOR™, a Registered Social Security Analyst, (RSSA®) and a team of twelve advisors and staff to support your everyday needs, we deliver a family office experience to our clients.
At Evans May Wealth, we believe in building wealth through a balanced portfolio tailored to each individual’s goals and risk tolerance. Our investment approach combines proprietary and third-party strategies, focusing on financially sound companies with competitive advantages and strong balance sheets. This disciplined approach to diversification and high-quality investments provides the most value for our clients.
As your life, family and wealth become more complex, it takes a family-office level of service to keep everything on track. We’ve taken our core investment expertise and market knowledge, and built around it a robust financial planning solution and first-class client service model. Through this comprehensive wealth process, we help our clients manage and track not only their investments but their whole financial lives.
Evans May Tax specializes in minimizing your taxes today and in the future, so that you can maximize your wealth and achieve your financial goals. The Evans May Tax team consists of 10 in-house Certified Public Accountants (CPAs) and tax specialists, with collective experience of 150+ years. Achieving your financial goals in an ever-changing tax and regulatory environment is challenging. We have a deep understanding of the most efficient and effective way to sustain, enhance, and protect your wealth.
For many families, the purpose of your wealth is closely tied to your vision of your family’s legacy, but questions of risk, longevity, and attrition create uncertainty and concern. Each family’s needs are unique. We encourage collaboration from future generations coming to the table so that all members are active stewards of their family’s wealth. We have found that this process helps answer these questions and, ultimately, solidifies your family legacy.
For many, the biggest retirement question is about the longevity of wealth and lifestyle – you want to know that your lifestyle will not outpace your wealth. Many of our clients are either retired or approaching retirement. We have decades of experience working with pre-retirees and retirees to design customized investment and retirement income strategies to ensure your wealth will last.
Managing and diversifying your wealth, particularly when tied to a business or corporation, demands a deep understanding of company stock complexities, risk mitigation, and successful business transitions. We specialize in helping business owners and Fortune 500 executives achieve financial independence by crafting personalized strategies that balance and diversify their holdings over time.
