WHAT WE DO

EVANS MAY WEALTH
APPROACH

Each member of our team has a specialized role, and together we work through a disciplined process to implement comprehensive investment management, financial planning, and tax minimization strategies.

STEP 1: Your Financial Purpose:
We start with a meeting to gather relevant financial details and to uncover the deeper purpose and priorities behind your wealth.

STEP 2: Your Comprehensive Plan:
Our team performs a comprehensive analysis of your total net worth, including investments, business assets, real estate, insurance policies, estate plans, and tax considerations. This enables us to build a strategic, goal-based plan.

STEP 3: Your Investment Proposal:
Our team completes a thorough research and analysis process to tailor an investment proposal to your financial goals. We present this proposal to you for discussion and feedback and refine, if necessary.

STEP 4: Your Family Office:
Throughout our relationship with you, we utilize our family office infrastructure to organize your financial life and keep it on track to meet your goals. We tailor our approach to your unique family needs and legacy goals.

STEP 5: Your Wealth Reviews:
We meet regularly to review your comprehensive financial plan and adjust for changes in financial objectives, market conditions, and tax and estate planning laws. In the interim, we communicate with you, providing performance reports, tax summary updates, net worth statements, and market insights and commentary.

GAIN FINANCIAL CLARITY
READY TO START A CONVERSATION?

Take the first step towards achieving your financial goals by reaching out to our team of dedicated financial advisors.