What We’re Writing

Good News! Exciting Updates from Evans Family Wealth

February 17, 2025

We’re thrilled to share some exciting updates from Evans Family Wealth—three developments designed to enhance the service we provide to you (plus one bonus story that’s a little more personal but we think you’ll enjoy!).

Welcoming Anne Evans to the Team

The most exciting news: Briana and I are delighted to announce that Anne Evans is joining our team on a part-time basis. Many of you met my wife, Anne, at our Brookstreet event in November and can attest to her warmth and personable nature. For those who couldn’t attend, you’ll soon get the chance to meet her as she reaches out to arrange reviews and address your needs. Anne’s arrival will allow Briana to dedicate more time to portfolio management, ensuring we continue to deliver exceptional results.
Stay Connected Through Our YouTube Channel

We’ve been creating weekly short-form videos to complement our Good News emails since this summer. These videos are a quick, engaging way to stay updated on market insights and financial tips. Check out our latest video here: Watch Now. Don’t forget to subscribe so you never miss an update—and feel free to share with friends who might find them helpful!
Advisor Managed Performance Reports

Last week, we released our second monthly Advisor Managed Performance report. I’ll admit—it’s taken quite a bit of effort (AI has some catching up to do! 😉), and Briana and I joke it’ll take years for me to “break even” on the time spent. But the results speak for themselves—the report looks fantastic and will soon be available on our website for easy access.

Bonus: Introducing Our WealthCare Podcast

We’re excited to announce the launch of our WealthCare podcast, where Briana and I dive into topics that matter most to your financial well-being. The first episode is now live on Spotify, Apple Podcasts, and our YouTube channel. We plan to release episodes monthly, so if you have topics you’d like us to cover, we’d love to hear from you!

And One More (Furry) Update

On a personal note, Rumble and Piper are about to gain a new friend—Briana and Sam are welcoming a golden retriever puppy named Hubble into their family! He’s somewhere in this adorable litter, and yes, you can expect more gratuitous dog photos in future updates. Rumble and Hubble (or Bubs and Hubs, as Briana affectionately calls them) will be cousins, and we can’t wait to share their adventures with you.

In the meantime, please join me in giving Anne a warm welcome to the team!

Cheers,

Glen

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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. Graphs and charts were sourced from StockCharts and YCharts. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.

What We’re Writing

Good News! Exciting Updates from Evans Family Wealth

Welcoming Anne Evans to the Team

Stay Connected Through Our YouTube Channel

Advisor Managed Performance Reports