Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth. We also work with families outside the University environment via referral. Having the ability to directly assist in managing our client’s University retirement investments sets us apart from other firms.
With our Breadth of Services, we work with our clients to help establish goals, objectives and risk tolerance in order to effectively evaluate their financial position. Developing tactical as well as strategic alternatives helps us work with our clients to plan for the growth, distribution and multi-generational preservation of assets.
We are located just off I-94 for your convenience on the corner of State Street and Eisenhower Parkway in Ann Arbor, Michigan.
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.
Company Details
- Employees
- 32
- Founded
- -
- Address
- 2723 S State St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- university-wealth.com
- Keywords
- Ann Arbor.
- HQ
- Ann Arbor, Michigan
Evangelista & Associates Questions
Evangelista & Associates's website is university-wealth.com
Evangelista & Associates's LinkedIn profile is https://www.linkedin.com/company/university-wealth
Evangelista & Associates has
32 employees.
View email and phone details for 32
employees at Evangelista & Associates.
Evangelista & Associates's industry is
Financial Services
Evangelista & Associates's top competitors are
Shotwell Rutter Baer Financial Planners,
Sgh Wealth Management,
Finserv Foundation,
Mariner,
Clarkston Capital Partners, Llc,
Center For Financial Planning, Inc.®,
Verde Capital Management,
Msu Wealth Management Association,
Advanced Wealth Strategies,
Sigma Investment Counselors.
Evangelista & Associates's categories are Financial Services
Evangelista & Associates's founding year is 2003
