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Wealth Management with a purpose

Evolution Wealth Management was founded on the promise of putting clients interests first.  As a fiduciary, we believe the planning process and investment models are core to clients goals.  We seek to provide the balance between growing assets with prudent risk management.  At Evolution Wealth Management, we believe in:

  • Aligning customized portfolios with client goals
  • Building multi-asset class, diversified portfolios that keep the long term view in mind
  • Minimizing investment expenses
  • Maximizing returns while taking steps to help reduce risk
  • Providing timely, accurate portfolio updates

Our investment management and planning process guides us on developing the diversified portfolio that aligns with client goals.  Investing is a longer term, disciplined process, and having a dedicated team that keeps clients on track is critical in this evolving world.  

Diversification does not guarantee a profit or protect against a loss.