Wealth Management for University Faculty & Staff
Bringing lasting change to the lives we touch
Our Services
Get the Support You Need for Your Financial Goals
We design personalized strategies to address each client's individual goals and objectives
University Community
Are you a University Faculty or Staff member? We specialize in Wealth Management for you.
Retirement Planning
Whether you are planning to retire early or hoping to work as long as possible, we help plan for the future.
Investment Management
We work with our clients to develop portfolios appropriate for their personal situation, stated goals, and feelings relating to investing
Legacy Planning
Safeguarding your wealth and ensuring a lasting legacy deserves careful, strategic planning.
Tax Planning
While tax professionals are often seeking to make this year’s tax return look the best, we are focusing to optimize our client’s taxable situation for the next 30+ years.
Protection Planning
We help our clients assess the insurance protections they may need today and stay on top of adjustments that need to be made over time.
Our Team
Work with People Who are Dedicated to You
Committed to educating and developing the best strategies for our clients
Explore
Who are Evangelista & Associates
Specializing in Wealth Management for University Faculty & Staff, we invite you to discover and experience our depth of services
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Specialty
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Let's Talk.
Take the First Step.
Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle piecing them together. We help organize your financial life, address your financial landscape, and continually monitor your progress as you work toward your goals.
Our professionals have years of experience in financial services. We can help address your needs of today and for many years to come. We look forward to working with you through the stages of your life.