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.Log In to eMoney
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.Log In to Charles Schwab
Evans May Wealth has decades of experience working with clients in understanding their retirement objectives, customizing investment portfolios, and designing tailored retirement income strategies.
“Longevity is built into our practice, and this is something that matters to our clients. We can help you plan for a successful retirement knowing that we will be there to see you through it.”
For multigenerational families with complex financial and estate considerations, the Total Net Worth Approach helps maintain clarity while you work toward your goals.
“Your life is defined by the impact you have on others. When you have a team of trusted advisors who are in tune with your family and financial goals, you can grow your wealth and protect it as life evolves.”
Find out what we’re seeing as today’s best-in-class investments and most effective tax minimization strategies.