Our Family Serving Yours
“Nobody cares like family” is the central promise of our father-daughter team at Evans Family Wealth. While everyone knows that wealth is created over the long term, we recognize that compounding wealth also requires consistency, meaningful communication, and discipline sustained across generations. That’s why developing lifelong relationships with experienced intergenerational wealth professionals like Briana and Glen Evans is invaluable to your family’s success.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
