Our clients encompass a diverse range of backgrounds, needs, and goals, but they all share a desire for expert guidance and a commitment to securing their financial future.
OUR TYPICAL CLIENT
WE PROVIDE VALUE TO
CORPORATE EXECUTIVES
PRE-RETIREES AND RETIREES
ENTREPRENEURS AND BUSINESS OWNERS
MULTIGENERATIONAL FAMILIES
CORPORATE EXECUTIVES
Wealth Strategies for Corporate Insiders
- Corporate executives face unique challenges. It can be difficult to separate your personal financial future from the success of your company. We have developed a disciplined approach to help executives improve financial security through wealth protection and diversification.
- Track and organize restricted stock options in the context of their total net worth
- Manage SEC Rule 144 considerations, including incentive and non-qualified stock options
- Design and implement 10b5-1 plans
- Identify opportunities to mitigate taxes while planning for retirement
- Manage equity compensation, deferred compensation, and partnership interests
- We help corporate insiders:
PRE-RETIREES AND RETIREES
The Wealthstream Strategy for Retirement™
- Will I have to make sacrifices in order to preserve my wealth?
- How do I structure my portfolio to reduce risk and generate enough returns to meet my retirement needs?
- What can I do to generate a dependable income stream, while minimizing taxes?
- How do I adapt my strategy to changing market conditions and tax laws?
- As you plan for retirement, it can be difficult to maintain a clear picture of how you can enjoy your retirement lifestyle in changing market conditions. This raises certain questions:
- Evans May Wealth has decades of experience working with clients in understanding their retirement objectives, customizing investment portfolios, and designing tailored retirement income strategies.
ENTREPRENEURS AND BUSINESS OWNERS
Path to Financial Independence for Entrepreneurs and Business Owners
- Because we are business owners, we understand the unique needs of entrepreneurs. We understand the financial issues that distract you from your focus and passion – building and growing your business. We create a path to financial independence outside your business.
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We work with business owners to provide:
- Asset allocation and diversification strategies
- Insurance gap analysis
- Retirement plan design and selection
- Planning for new investors, partners, or successors
- Estate planning and succession planning
- Cash flow management
MULTIGENERATIONAL FAMILIES
The Total Net Worth Approach for Families
- An investment portfolio is most effective when it’s built on an understanding of your entire financial picture. That’s why we take a total net worth approach that considers not just the portion of your wealth that you’re investing in conventional markets. Rather, we evaluate all assets and investments that make up your family’s net worth, from real estate to insurance policies.
- For multigenerational families with complex financial and estate considerations, the Total Net Worth Approach helps maintain clarity while you work toward your goals.
Accounting and tax services are offered exclusively by Evans May Advisory, 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 Advisory. Evans May Wealth and Sanctuary Wealth do not provide accounting advice, tax advice, or tax preparation services.
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