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.

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.