Eventum Wealth Management
Wealth Planning to Meet Your Unique Needs
At Eventum Wealth Management, we take a balanced approach to investment and financial planning, focusing on emergency protection and growth.
Working with us, you’ll receive the guidance, education, and support you need to make informed decisions about your financial future.
Helping You Achieve Financial Peace of Mind
No matter where you are in your financial journey, we’re here to help you reach your goals. We’re committed to understanding your objectives before crafting tailored solutions to fit your unique needs.
Whether you’re building a family legacy, you need assistance navigating complicated tax situations, or you’re focused on retirement, estate, or generational planning, we’ll work closely with you to create strategic solutions that align with your goals and support your financial well-being.
Customization
Individualized planning to ensure your financial future
Support
Dedicated to guiding you toward financial success
Services
Leveraging the right tools to achieve your unique goals.
Our Services
Comprehensive Solutions, Customized Strategies
Eventum Wealth Management provides a range of personalized financial planning services tailored to your current needs and designed to secure your financial future.
Financial Planning
Providing comprehensive advice, planning, and service focused on career-oriented individuals and families
Retirement Planning
Creating retirement income planning strategies to help ensure you have secure, regular income throughout your retirement
Collaborating
Working closely with other financial professionals, like CPAs and estate attorneys, to ensure an efficient and coordinated approach
Working with Business Owners
Helping business owners protect their business, understand their tax situation, provide benefits to employees, or buy or sell their business
Optimizing Taxes
Implementing tax optimization and tax efficiency strategies to help ensure you’re not overpaying taxes
Get In Touch
Find a solution that’s right for you