Services

Wealth management involves creating an investment portfolio that produces an appropriate diversification aligned with the individual client’s needs and goals. We know your family has unique needs and desires. Based on your risk tolerance and financial objectives, we can create a unique strategy that helps you participate on the upside of the market while helping to protect on the downside and mitigating risk. Professional wealth management services can help identify the full range of asset classes available, including a including a wide variety of traditional and alternative investment classes. Through our partnership with broker-dealer First Allied Securities, Inc., Evyavan has access to a full range of investment options, including those that are suitable for ultra wealthy families and institutions. 

^{All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Past performance is not an indication or guarantee of future results. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. A diversified portfolio does not assure a profit or protect against loss in a declining market.}

Implementing a variety of different strategies, the goal of financial planning is to help individuals and families determine why they want to invest, how to manage their wealth strategies, and how to plan for the future. Tej and the team will work closely with clients to help you establish your goals (both short and long-term) and evaluate their assets, liabilities, and current financial position. Relationships are at the core of what we do, so we'll also dive in to understand how husband and wife may think differently about money, and we'll chart the best course with those considerations in mind. From there, we can collaboratively implement a strategy, focusing on your financial objectives, from college planning to retirement income planning, we will plan for all life's adventures.

Everyone has an estate of some kind and having a plan in place helps ensure one’s wishes are recognized, while also minimizing taxes. Trusts, when set up with the guidance of a qualified attorney, can play an important role in providing order and control to one’s financial affairs, assisting with tax planning, simplifying an estate settlement, and providing guidance for one’s family and other heirs. The firm assists clients in identifying the solutions needed to help ensure that their wealth is passed along to family or others, with the goal of minimizing estate or inheritance taxes. This enables clients to plan their personal estate to help ensure maximum distribution and conservation to future generations. We have developed a strong network of financial advisors, lawyers, and other insurance and estate planning professionals to help us extend the range of our services and to make sure we are providing the strongest value to you. Of course, we are also eager to work closely with your personal advisors to properly address your needs.

Understanding the intricacies of the tax system can be a complex and time-consuming task, but we're here to help. Our team of experienced tax professionals works closely with clients to develop effective strategies that optimize their tax situation. Whether it's for high net worth individuals or businesses, Evyavan aims to minimize tax liabilities while ensuring compliance with relevant laws and regulations. Through careful analysis of each client's financial situation, we identify potential deductions, credits, and exemptions that can be utilized to reduce tax burdens. Additionally, Evyavan stays up-to-date with the latest changes in tax legislation, allowing them to provide accurate and timely advice to clients. By offering comprehensive tax planning services, Evyavan helps clients maximize their financial resources and focus on their long-term goals with confidence.

Many of our clients are approaching and preparing to transition into retirement. But retirement looks different for everyone. Some people want to retire for travel and leisure, others want to pursue philanthropy or caring for family at great scale. We have experience with both and everything in between. Having the ability to retire comfortably and free from financial pressures remains a major issue for many people. It’s critical that a retirement strategy be properly designed, implemented, communicated, and monitored. Utilizing advanced strategies, the firm can help clients build a steady income stream designed to last through retirement. Through a solid relationship we'll discover and plan for your biggest most personal dreams for retirement.

We understand the importance of managing risks effectively to safeguard the financial well-being of your clients. With a deep understanding of the various risks that individuals and businesses face, Evyavan develops tailored risk management strategies to mitigate potential threats. Our experienced team conducts thorough risk assessments, identifying vulnerabilities and designing proactive measures to minimize exposure. Whether it's market volatility, operational risks, legal and regulatory compliance, or unforeseen events, we'll work closely with clients to develop robust risk management plans. By implementing risk mitigation strategies and providing ongoing monitoring and evaluation, we strive to protect the assets and interests of their clients. Through their expertise and dedication, Evyavan helps clients navigate uncertainties and enhance their financial security for a more resilient future.

Selecting the right retirement plan to benefit both you and your employees can feel like a monumental task for any business owner. Not only are you taking on the fiduciary duties of acting in your employees' best interest, but you're becoming liable for their hard-earned retirement savings. We don't take these matters lightly and we're capable to guide you in retirement planning, profit-sharing and Money Purchase plans, and defined benefits plans. We also support executives in consultative matters related to liquidation strategies, account valuations and other custody services as well. Evyavan has industry experience in variety of innovative fields including technology, medical and healthcare, hospitality, and more.