WHO WE SERVE

OUR TYPICAL CLIENT

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.

Might be nearing retirement or in retirement

Is someone who prefers to delegate to an expert

Has $3 million of investable liquid assets

Understands that true wealth is preserved through comprehensive estate, tax, and investment strategies, not simply investments aimed at beating the market

WE PROVIDE VALUE TO

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.
DON’T HESITATE TO START TODAY
READY TO START A CONVERSATION?

Discover how our expertise and personalized strategies can make a meaningful difference in your financial future.