Evensky & Katz

Who We Are

Evensky & Katz / Foldes Wealth Management is a leading independent Registered Investment Advisory firm with offices in South Florida, West Texas, and Washington. Our team of experienced professionals has been providing comprehensive wealth management services for over 35 years.

Our Commitment

We believe in building lasting relationships with our clients and delivering personalized wealth management solutions that align with their unique goals and objectives. Our client-centered approach emphasizes:

• Integrity: We adhere to a fiduciary standard, prioritizing your best interests and acting in your best interests at all times.
• Experience: Our team comprises skilled professionals with deep expertise in all aspects of wealth management.
• Collaboration: We work closely with you to understand your individual circumstances and aspirations.
• Transparency: We provide clear and regular communication, explaining our process and strategies in detail.

What We Offer

Our comprehensive wealth management services include:

Investment Management

• Portfolio construction and risk management
• Manager selection and asset allocation
• Personalized investment strategies for individuals, families, and institutions

Financial Planning

• Retirement planning and income generation
• Estate planning and philanthropy
• Business succession planning
• Comprehensive financial reviews and goal setting

Client Services

• Secure online portal for document submission and account access
• Virtual meetings and consultations
• Secure video conferencing with screen sharing capabilities
• Dedicated client service team

Our Approach

We believe in a holistic approach to wealth management, considering all aspects of your financial life. We take a proactive and personalized approach to planning and investing, utilizing sophisticated tools and technology to track and manage your wealth effectively.

Our Values

Our values are the cornerstone of our firm:

• Client Focus: Client satisfaction is our top priority.
• Integrity: We adhere to the highest ethical standards and act in your best interests.
• Innovation: We embrace new technologies to deliver efficient and effective wealth management solutions.
• Collaboration: We work as a team to provide comprehensive and personalized advice.

Join Us on Your Wealth Management Journey

Contact us today to schedule a complimentary consultation and discover how Evensky & Katz / Foldes Wealth Management can help you achieve your financial goals and live a life of significance.