Evolution Wealth Management INC.

Evolution Wealth Management manages investment portfolios and provides personalized financial planning for individuals and families. The firm offers ongoing asset management through a wrap fee program, where clients pay a single fee that covers investment advice, custodial services, and trading costs. Portfolios are managed on a discretionary basis, meaning the firm makes trades on your behalf, and may utilize third-party managers and research consultants to assist with portfolio construction. Financial planning is included at no extra cost for clients participating in the asset management program, covering areas such as retirement projections, cash flow analysis, tax strategies, and estate planning. Standalone financial planning and consulting services are also available for clients who do not want investment management. The firm acts in a fiduciary capacity, meaning they are legally required to act in your best interest.