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Process

Why clients choose Evoke Wealth Management

A comprehensive multi-phased financial planning process that begins with discovery to design, recommendation to implementation and the advanced planning needed in light of evolving personal and professional needs.  

Dedicated Portfolio Manager utilizing industry leading independent research to craft customized investment solutions.  Access to best in class financial planning analytics and open architecture investment capabilities with no proprietary bias. 

Integrated advisory team, led by a private wealth advisor, fosters greater accountability and risk management. With a focus on comprehensive services, we elevate the Evoke experience by leveraging the capabilities of CPAs, attorneys, and other experts when warranted. 

Intentional, Comprehensive Planning & Customized Investment Management

Comprehensive financial planning requires careful analysis of both your current and desired situation, and the coordination of each aspect of your finances. 

Areas of Focus

Financial Planning

  • Retirement Funding & Savings Strategies
  • Business Succession & Exit Planning
  • Educational Savings 
  • Income Replacement & Cashflow Analysis



Investment Management

  • Customized Portfolio Construction
  • Tactical Rebalancing
  • Tax Loss Harvesting
  • Hedging and Alternative Investment Strategies

Trust & Estate Planning

  • Wealth Preservation & Asset Protection
  • Lifetime Income & Incapacity Planning
  • Philanthropy & Charitable Giving
  • Generational Wealth Transfer & Legacy Planning
Client Centered

Surrounded by Support, Clients Come First

As a full-service financial planning firm, Evoke Wealth Management is proud to serve individuals and families from many walks of life, often across multiple generations. We provide personalized, concierge level service to create an experience focused on education and support. Our loyalty is to our clients, not a company. We work diligently to serve educators, physicians, executives, entrepreneurs, and people in a number of valued professions. While our clients come from diverse backgrounds, they are unified in their mission to align their wealth with their values, purpose, and calling.

We call this Conscious Capitalism

Let’s Change Tomorrow

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Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.



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