(317) 819-4610
EVANS MAY TAX

WHAT WE DO

EVANS MAY WEALTH
APPROACH

Each member of our team has a specialized role, and together we work through a disciplined process to implement comprehensive investment management, financial planning, and tax minimization strategies.

STEP 1: Your Financial Purpose:
We start with a meeting to gather relevant financial details and to uncover the deeper purpose and priorities behind your wealth.

STEP 2: Your Comprehensive Plan:
Our team performs a comprehensive analysis of your total net worth, including investments, business assets, real estate, insurance policies, estate plans, and tax considerations. This enables us to build a strategic, goal-based plan.

STEP 3: Your Investment Proposal:
Our team completes a thorough research and analysis process to tailor an investment proposal to your financial goals. We present this proposal to you for discussion and feedback and refine, if necessary.

STEP 4: Your Family Office:
Throughout our relationship with you, we utilize our family office infrastructure to organize your financial life and keep it on track to meet your goals. We tailor our approach to your unique family needs and legacy goals.

STEP 5: Your Wealth Reviews:
We meet regularly to review your comprehensive financial plan and adjust for changes in financial objectives, market conditions, and tax and estate planning laws. In the interim, we communicate with you, providing performance reports, tax summary updates, net worth statements, and market insights and commentary.

COMPREHENSIVE INVESTMENT MANAGEMENT
STRATEGIC FINANCIAL PLANNING
TAX MINIMIZATION SERVICES
GENERATIONAL WEALTH TRANSFER AND LEGACY PLANNING
RETIREMENT INCOME AND PREPAREDNESS
EXECUTIVE COMPENSATION AND BUSINESS TRANSITIONS
WHO WE SERVE
COMPREHENSIVE INVESTMENT MANAGEMENT
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.
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WHO WE SERVE
STRATEGIC FINANCIAL PLANNING
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.
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WHO WE SERVE
TAX MINIMIZATION SERVICES
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.
Tax preparation services are offered exclusively by Evans May Tax, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth). Evans May Wealth and Sanctuary Wealth client agreements do not extend to services provided by Evans May Tax. Neither Evans May Wealth nor Sanctuary Wealth provide tax advice or tax preparation services.
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WHO WE SERVE
GENERATIONAL WEALTH TRANSFER AND LEGACY PLANNING
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.
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WHO WE SERVE
RETIREMENT INCOME AND PREPAREDNESS
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.
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WHO WE SERVE
EXECUTIVE COMPENSATION AND BUSINESS TRANSITIONS
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.
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GAIN FINANCIAL CLARITY
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Take the first step towards achieving your financial goals by reaching out to our team of dedicated financial advisors.

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