Wealth Management Firm Offers Clients Concierge-Level Service

This Patch article is sponsored by Evoke Wealth Management.

Evoke Wealth Management is a boutique high net worth financial planning firm that is proud to serve individuals and families from many walks of life, often across multiple generations.

We provide personalized, concierge level service to create an experience focused on education and support. We work diligently to serve educators, physicians, executives, entrepreneurs and people in several valued professions. While our clients come from diverse backgrounds, they are unified in their mission to align their wealth with their values, purpose and calling.
With over 80 years of experience, collectively, the Evoke team is deeply experienced and diverse. These traits underscore our ongoing tradition of distinctive client service and provide for continuity of financial planning and investment expertise.

By serving as your true partner, in a fiduciary capacity, we instill comfort and confidence that all your financial affairs are being expertly managed.

Patch had a chance to talk with Evoke Wealth Management’s Managing Partners, Athishay Gangadharan, Craig Petrassi and Howard Reizun.

Patch: How long have you been doing business in town?

Evoke: Evoke opened up its offices on Aug. 12, 2021, in the heart of downtown Montclair.
Much akin to the way our clients view their wealth, being part of something bigger than us was always important to the team. So, selecting Montclair to be our home base was an easy decision. We love the sense of community and everything that Montclair has to offer. Our goal is to entrench ourselves in our community, give back and help become an integral part of this great town.

Patch: How would you say your business distinguishes itself from others?

Evoke: True wealth management encompasses every part of your life. We believe your wealth can align with the purpose and vision you have for yourself, your family and the causes most important to you. This approach is what makes Evoke Wealth Management unique, and it requires intentional comprehensive planning. You deserve objective, actionable, and cost-effective financial advice driven by your goals. At Evoke, our experienced team builds deep relationships with you for life. We’re here to help you dream bigger, accomplish more and maximize the impact your wealth has, both on your life and your legacy.

Patch: If you had to sum up your business mission for a stranger in five words, what would those words be?

Evoke: Connecting wealth with purpose.

Patch: What attracted you to the line of work you’re in and how did you get started?

Evoke: All three of us grew up in families of modest means, not only witnessing the struggles of our parents but also going through trials and tribulations of our own. We have also seen firsthand how a solid financial foundation can change the course of not only one’s own life, but also that of loved ones. Ultimately, this was the impetus behind the vision of Evoke Wealth Management, an organization committed to providing unbiased, objective and conflict- free solutions to help those devoted to a purpose greater than themselves.

Patch: What is the biggest challenge or difficult moment you’ve faced in your job?

Evoke: While most of our clients understand the importance of proper planning, unfortunately, in some instances, we are called upon to help sort out the affairs of those dear to them; especially, upon the loss of a loved one. The emotional trauma of loss is further exacerbated when left with having to deal with several intricacies involved in sorting out and making sense of the financial maze that families find themselves in upon the passing of a loved one. This has always been one of the most challenging aspects of our profession.

Therefore, we can’t stress enough the importance of proactive financial planning and working with financial partners, whose expert advice is free from any conflicts of interest. A team that you can entrust with this vital part of your life and that of your loved ones.

Patch: What is the most satisfying part of your job?

Evoke: Our loyalty is to our clients, not to a company. Additionally, we are very intentional about the number of families that we serve, our team is always prepared for what comes next.
We believe every client is a relationship and every relationship matters. This has always remained our lodestar and one that makes for a much closer client-advisor dynamic. There is nothing more fulfilling than when a client has their loved ones or colleagues seek us out for guidance, a second opinion or just to get to know us. This is when you know that you have built something very special.

Patch: How can Patch readers learn more about your work and business?

Evoke: Patch readers can find out more about our services by visiting our websites at www.evokewm.com or www.evokewealthmanagement.com. They can also connect with us through LinkedIn. Evoke Wealth Management is located at 695 Bloomfield Ave., Third Floor, Montclair, N.J., 07042.

"Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. (Kestra PWS). Evoke Wealth Management is a member of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Evoke Wealth Management and Kestra are not affiliated."