What do you value in life? What is it you really care about? Finding that answer is our top priority, and we do it with 100% undivided attention on our clients. At Evolve Olistica, we make sure wealth management is approachable, strategic, and most of all, steered by your goals. Because this is about building the life you want to live-today, tomorrow and beyond.
Evolve Olistica works with individuals, families and small businesses.
Have you noticed the financial world enjoys being complicated? Our specialty is breaking that apart, to make it as digestible and straightforward as possible. Whether you’re just starting out, motivated to grow your wealth, or thinking about protecting your assets or even transitioning your wealth—we are here to help.
Is it knowing you’ll have enough savings to put a down payment on your first house? Are your kids planning for university? Or are you hoping to retire on your own terms? No matter where you are in the journey, an investment plan is the first essential step to achieving your goals.
Ignorance is bliss? Never here! Lifestyle protection is about careful planning—it’s the backbone of any great financial plan that also brings peace of mind. We know there are risks that are unavoidable, and managing them as soon as possible is how we leave room for all the good in our lives.
Sooner rather than later: that’s always the best time to make these kinds of decisions. We lead our clients through the estate planning process to ensure that their wealth is not only distributed to the right people, protecting what matters most, but also in a way that manages tax and logistics to their best possible advantage.
Getting financially organized as soon as you’re able is essential to your goals. Know that your financial future isn’t something to stress over, but rather an opportunity to take control over. Evolve Olistica focuses on providing sound, strategic planning that maps out your investment and savings steps—so you’ll be moving toward the future you imagine.
Disabilities are never a burden, but they often add to financial demands. Whether you have a disability, or care for a dependent with special needs, you know it takes extra time, effort and resources. We can help you navigate through insurance, savings and more, creating a special needs plan or enhancing the one you have.