Wealth Management for University Faculty & Staff

Bringing lasting change to the lives we touch

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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. 

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Retirement Planning

Whether you are planning to retire early or hoping to work as long as possible, we help plan for the future. 

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Investment Management

We work with our clients to develop portfolios appropriate for their personal situation, stated goals, and feelings relating to investing

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Legacy Planning

Safeguarding your wealth and ensuring a lasting legacy deserves careful, strategic planning.

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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.

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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.

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Our Team
Work with People Who are Dedicated to You

Committed to educating and developing the best strategies for our clients

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Who are Evangelista & Associates

Specializing in Wealth Management for University Faculty & Staff, we invite you to discover and experience our depth of services

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Specialty

Our Specialty

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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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.

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