• Private Client Services

    Our Private Client services offer our high net-worth clients wealth management solutions that integrate Investment Management with Wealth Planning as well as personalized advice for a comprehensive approach to managing their financial affairs.

    With the expertise and advice of specialists in our group, we develop detailed Financial and Estate Plans for our Evolution clients. For individuals and families with sophisticated and complex needs, requiring depth of knowledge and experience in multiple disciplines, we offer comprehensive wealth plans for qualifying clients of Evolution ($3 million or more) and Private Client Managed Portfolios ($1 million or more). These reports incorporate financial planning and risk management strategies, personal and business tax planning strategies, and wealth transfer strategies to solve estate planning and succession issues.

    Our ultimate goal is to help you provide complete financial and life management solutions that simplify and enhance the lives of our clients.