What We Do

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.

We specialize in tax minimization strategies designed to help you keep more of what you earn, preserve more of what you have built, and maximize your wealth over time.

With three CPAs and one Enrolled Agent on the Evans May Wealth team, tax considerations are integrated directly into our financial planning and investment advice. Our capabilities are further strengthened by our sister company, Evans May Advisory, which includes fourteen additional CPAs and tax professionals.

Together, this depth of expertise allows us to navigate an increasingly complex tax and regulatory environment and identify opportunities to minimize taxes today and in the future while helping you achieve your broader financial goals.

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.

Evans May Wealth’s family office services are intentionally designed for ultra-high-net-worth individuals and multi-generational families whose financial lives require highly specialized expertise and seamless coordination across investments, tax, estate planning, business interests, and family wealth. By serving as the central point of coordination for your financial life, we manage the details and bring everything together—so you can spend less time managing your wealth and more time focused on what matters most to you.