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EVANS MAY TAX

WHO WE ARE

OUR STORY

Meet Evans May Wealth

As an independent advisory firm, we specialize in providing comprehensive wealth management for ultra-high-net-worth and high-net-worth families and individuals.

Evans May Wealth delivers on its mission of providing a world-class client service experience through its suite of financial planning programs, investment management expertise, and tax advisory services.

MEET OUR ADVISORS

EVANS MAY WEALTH ADVISORS

EVANS MAY TAX ADVISORS

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

These materials have been independently produced by Evans May Wealth. Evans May Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Evans May Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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.

OUR PARTNERS

We continually seek to provide best-of-class providers and platforms to empower us to do more. Leveraging scale and resources of an elite network, we elevate our team’s capabilities while reinvesting time where it creates the most value – with clients.

Importantly, we have selected Charles Schwab to serve as custodian of our clients’ assets due to their financial strength, security and integrity. The U.S. government has deemed Charles Schwab one of the country’s nine systemically important financial institutions.

Charles Schwab & Co., Inc.


Evans May Wealth highly values our partnership with Charles Schwab & Co., Inc. as our primary custodian for our clients’ accounts. Schwab, with over 30 years of experience serving independent advisors, is a leading provider of financial services nationally, offering securities brokerage, money management, and financial advisory services to various clients, including individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.

 

Schwab’s financial stability and commitment to ongoing financial health are evident in their solid capital structure, liquidity, and robust internal controls. They maintain a strong focus on risk management and conservative operations to minimize investment risks and maximize safety of client assets. Schwab’s dedication to serving all clients and earning their trust is a key driver of their success. For further financial results and details about Schwab’s business and financial condition, please visit www.aboutschwab.com.

Evans May Tax


Evans May Tax specializes in minimizing your taxes today and in the future to maximize your wealth and achieve your financial goals. Evans May Tax, and its predecessor entities, have been serving high-net-worth and ultra-high-net worth individuals and families for over 40 years. We have a deep understanding of the most efficient and effective way to sustain, enhance, and protect your wealth.

Sanctuary Wealth


Sanctuary Wealth is a hybrid financial firm defined by its unique open platform, Partnered Independence℠. Sanctuary has developed an elite network of advisors who, like Evans May Wealth, knew that independence was the best option for their team and their clients.

 

Through Partnered Independence℠, we’ve gained the freedom, flexibility and control of an independent fiduciary while retaining the necessary support systems and access to top-notch specialists and resources for a comprehensive wealth management experience.

AWARDS & ACCOLADES

As a result of the trust clients have placed in us, we are humbled to be recognized by some of the most well-respected publications in the industry.