Evan Levitsky

Background

About Evan Levitsky

Artificial intelligence isn't really that "intelligent", right? You know this if your advisor has placed you on one of those firm-based algorithm portfolios… Even as a high-net-worth individual, you still get the same portfolio as everyone else. On top of that, you're forced to waste valuable time on hold with generic customer service departments. Basically…your custom plan really isn't custom. Deep down you know you deserve an advisory team that not only manages EVERYTHING for you financially but truly knows you personally… …AND can provide an abundance of resources and capacity beyond that of the typical advisor. If you are craving a quality level of financial sophistication, then I'd like to introduce you to our team which is uniquely positioned to guide you through the time-consuming complexities of managing wealth with a plethora of white-glove services like… • Tax mitigation • Cash flow management plans • Customized and proactively managed portfolios • Estate planning and charitable giving Additionally, we leverage Merrill's proprietary Personal Wealth Analysis™ financial modeling tools to build comprehensive plans designed to grow and nurture generational wealth. I don't need to tell you your time is extremely valuable. Managing your wealth is a high priority…but between your family, work, and hobbies where are you going to find the time? Leave me a note if you want a personal team of advisors that is on call for every financial need or question you may have.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.