Founded in 2019 by former executives from First Republic Investment Management, Evoke Wealth is a wealth management firm designed to serve the complex needs of its clients. The firm operates with a mission to act as a trusted partner, offering a holistic approach that integrates investment advisory, financial planning, tax and estate planning, and risk management. Evoke is built on a foundation of providing objective advice and customized solutions, leveraging a multi-family office structure to manage all aspects of their clients' financial lives.

Founded in

United States