Wealth Management for University Faculty & Staff

Bringing lasting change to the lives we touch

Home
About
Services
University Community
Team
Client Logins
Blogs
Contact
Events

Client Logins

Personal Financial Dashboard

Fidelity NetBenefits

LPL Financial

Contact

Evangelista & Associates

Office: 734.998.0746

Fax: 734.780.3003

2723 South State Street

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 LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and Evangelista & Associates are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Licensed in these states: AZ, CA, DL, HI, IN, MD, MI, MN, NC, NY, SC, TN, TX, UT, VA, WI WY