Evoke Wealth Management
Overview
Evoke Wealth Management is a fee-only financial advisory firm offering comprehensive wealth management services to high-net-worth individuals and institutional clients. The firm specializes in portfolio management, financial planning, estate planning, and tax strategy, providing personalized solutions tailored to each client's unique needs. Their investment approach emphasizes long-term ownership of diversified portfolios, aiming to deliver superior after-tax, inflation-adjusted returns. Evoke Wealth Management serves a diverse clientele, including high-net-worth individuals, retirement funds, charities, corporations, and health plans. The firm operates with a fee-only compensation structure, ensuring that advisors do not receive commissions from third-party firms, thereby maintaining objectivity in their recommendations. Evoke Wealth Management's team comprises professionals with various certifications, including Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), and Certified Investment Management Analyst (CIMA), reflecting their commitment to providing expert financial advice. The firm's offices are located in Montclair, New Jersey, and Brea, California, serving clients across the United States. Evoke Wealth Management's investment philosophy focuses on diversification across multiple asset classes, market capitalizations, styles, and geographic regions, aiming to align clients' wealth with their values and long-term goals. The firm does not have a minimum account size requirement, making its services accessible to a broad range of clients seeking comprehensive financial planning and investment management.
Investment Focus
- High-net-worth individuals
- Institutional clients
- No minimum account size requirement
Portfolio Companies
Reach Evoke Wealth Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Evoke Wealth Management
What sectors does Evoke Wealth Management invest in?
Evoke Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Montclair, United States. Evoke Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Evoke Wealth Management invest at?
Evoke Wealth Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Evoke Wealth Management invest in?
Evoke Wealth Management invests across United States.
Who are the partners at Evoke Wealth Management?
Team members listed for Evoke Wealth Management include Craig Petrassi (Managing Partner, CIO and Sr. Portfolio Manager) and Howard Reizun (Managing Partner-Private Wealth Advisor).
What companies has Evoke Wealth Management invested in?
Evoke Wealth Management's portfolio includes Apple, Microsoft, Amazon, Johnson & Johnson, ExxonMobil, Procter & Gamble, Visa and Pfizer.
How do I contact Evoke Wealth Management?
Evoke Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
