Meaningful conversations. Conflict-free guidance. Reliable results.
Your wealth isn’t just a number: it also measures the freedom to do what you want, the confidence in your future, and the longevity of your legacy. At Evans Wealth Management, we seek to understand your fears, concerns, and desires, then develop a strategy that limits your downside while making your aspirations reality.
As fee-only advisors, we create a tailored financial plan and translate it into tangible, actionable steps—without sacrificing your best interests for a commission.
No games, no hidden motives—our only agenda is your long-term ambition.
Comprehensive Wealth Planning
“How much do I need to retire? Will I outlive my money? What is the best path to achieving my goals while minimizing my risk? How do I secure my family’s finances when my wealth is tied to my business…”
With Evans Wealth Management, you get concrete answers to your big-picture questions, and a wide range of paths to choose from. By understanding your story, values, goals, and concerns, we’re able to form a cohesive financial strategy around them—identifying tax-saving opportunities for the best possible results. Since achieving financial security is a fluid process, we make your ongoing plan adaptable to your shifting priorities.
Engagement areas may include:
- Cash flow analysis
- Retirement planning
- Debt reduction
- Evaluating benefit packages
- Pension buyout offers
- Tax planning
- Social security timing
- Divorce settlement offer analysis
- College funding
- Preliminary business valuation
Sound Investment Counseling
To complement your personalized financial plan, we also help you build an effective investment portfolio—free of commission and bias. Using the latest academic research and industry best practices, we design your portfolio to achieve your desired results, and with no firm affiliations, we’re free to work with the most talented investment managers in the industry.
As a Chartered Financial Analyst (CFA®), Sam Evans leverages his understanding of economics, asset valuation, and global portfolio and risk management to your advantage—keeping your portfolio responsive to changing market environments. Each investment is a step in the right direction, and with a solid plan, you can turn your hard-earned savings into a vehicle to fund your long-term financial goals.
Engagement areas may include:
- Asset allocation
- Asset location
- Risk tolerance assessment
- Portfolio construction & management
- Retirement income & distribution strategies
- Concentrated stock holdings
- Highly appreciated stock
- Stock options
- Company retirement plans (401K & IRA)
Proactive Wealth Protection
You want to maintain your wealth and assets, and ensure your loved ones are cared for regardless of what life brings. Evans Wealth Management helps you protect your personal and business finances from unplanned events such as long-term care, premature death, disability, and a variety of business-related risks.
After assessing your exposure to these possibilities, we empower you to make sound financial decisions—protecting your wealth, your family, and your employees.
Engagement areas may include:
- Long-term care
- Premature death
- Disability
- Managing debt levels
- Asset protection
- Legal risk
- Loss of key employee
Responsible Estate Planning
When you pass your legacy on to loved ones, you want to make sure your assets are distributed in a manner consistent with your values.
By spending the time upfront to truly understand you and your desires, we develop an outline that effectively addresses the issues unique to your family. Your estate plan, structured to ensure your desired outcome, navigates the waters of tax rules, charitable donations, and inheritance allocation.
Engagement areas may include:
- Legacy planning
- Wealth stewardship
- Gifting
- Charitable planning
- Special needs planning
- Elder care
- Beneficiary designations
- Business succession & exit planning
- Tax-efficient distribution of assets
Discover how Evans Wealth Management can help you reach your financial goals. Call us today at (770) 828-8303.