Wealth Management for University Faculty & Staff

Bringing lasting change to the lives we touch

Home
About
Services
University Community
- UofM New Hires
Team
Client Logins
Events
Blogs
Contact
Vlogs

Client Logins

Personal Financial Dashboard

Fidelity NetBenefits

TD Ameritrade

Contact

Evangelista & Associates

Office: 734.998.0746

Fax: 734.780.3003

2723 South State St.

Suite 350

Ann Arbor, MI 48104

info@university-wealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor.

We currently have individuals securities registered in the following states: AZ, CA, FL, GA, IN, MD, MI, MN, NC, OH, SC, TN ,TX ,WY ,NY, VA ,WI ,HI ,UT. This is not an offer to sell securities in any other state or jurisdiction.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Geneos Privacy Policy

Part 2A of Form ADV: Firm Brochure

Part 2A Appendix 1 of Form ADV: Wrap Fee Brochure