LIVE LIFE. ON YOUR TERMS
Planning ahead gives you options.
The Evans Wealth Management Team is an experienced, trustworthy and caring team of professionals that you can rely on for guidance in making informed decisions about your wealth, particularly if you are going through a period of life change or transition.
With over fifty years of combined experience, our team enjoys loyal and meaningful relationships with a select clientele that includes affluent retirees, business owners and those preparing for retirement or challenged with major life events.
We take the time to understand what worries you most about your money, and provide you with an answer and a plan for the question "Am I going to be OK?"
Through our concierge suite of wealth management services, our clients benefit from access to integrated solutions designed personally for them which include: investment, tax, estate, insurance and business succession planning.
In addition, we go above and beyond by connecting clients and their families dealing with aging and eldercare, with the community resources they need.
If you are looking for a fresh perspective and experienced guidance to help you plan for a successful future, we are ready, and here to help.
WOMEN OF INFLUENCE
"Who says the financial industry is a boys' club?" Bev Evans was recently recognized as one of 42 women trailblazers who are leaving that traditional view in the dust. In this interview she highlights how communication helps her team provide assurance to their clients, whether in volatile markets or through life challenges.
MONTHLY MARKET INSIGHTS (WEBCAST)
A Hot June!
June has lots of potentially market moving events including the Fed, a Brexit vote and mounting pressures in China. In this video, Craig shares his views on these timely items, plus puts things into perspective given investor sentiment, the resumption of earnings growth and the current reading for their Market Cycle clock.
Please click here for the latest market outlook webcast from Craig Basinger, CIO of the Investment Management Group at Richardson GMP
Get the latest market insights and trends from our internal research experts.
18 July 2016
11 July 2016
Market Outlook Quarterly
Is it safe to come out yet? After oil's fall to $26/barrel brought on credit concerns, the markets made a shift following softer economic data. We take a look at Q1 in the rear-view mirror and provide an outlook for the months ahead.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
July 7 2016
Introduction to Trusts
There are many benefits to you and your family in using trusts for both financial planning during your lifetime and estate planning. Properly set up, a trust can lead to substantial tax savings as well as provide control and preservation of your assets.