Team and Partners

At Evolution Private Wealth Management, Inc., we leverage our experience, knowledge, and passion
for helping to assist clients in pursuing their financial goals throughout life. 

Our Partners

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With a staff of over 40, The Investment Center, Inc. supports us by handling our backoffice operations and compliance oversight. With their support, we are free to focus our time and attention where it needs to be, on our clients. 

Our clients' brokerage accounts are held by Pershing LLC (a BNY Mellon company).  Pershing LLC has been a leading global provider of financial business solutions for 80 years and serves many of the world’s most respected financial organizations, remaining committed to the safekeeping, servicing, segregation and reporting of assets held in custody. With Pershing's strength, you can feel secure that your assets are safe. Note, investments are still subject to market volatility and possible loss.