Evoke Wealth Management

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It’s always a blessing to be able to look back at how far we have come - Here's my 2024 LinkedIn Rewind, by Coauthor.studio: What does it truly mean to create wealth beyond dollars and cents? In 2024, I discovered that our most powerful investments are in our human potential. This year was a profound journey of transformation - from merging Maven Bridge Capital and becoming Managing Director at Evoke Wealth Management. But the real story isn't about titles; it's about deepening our commitment to seeing people, not just portfolios. 👉 Professional Growth Highlights: • Continued growing the "Wealth Movement with Kris" podcast • Attended the SHIFT Conference about human-first financial guidance • Published weekly "Wealthought Out" newsletter • Continued expanding our impact by merging Maven Bridge Capital with Evoke Wealth Management 👉 Meaningful Impact Moments: • Deepened partnership with TeamNEGU: Never Ever Give Up! Supporting children fighting cancer • Raised continued awareness about purposeful financial planning • Continued to partner with entrepreneurs and families in holistic wealth strategies Three posts that captured our journey: 1. "The SHIFT is On!" Highlighting the importance of truly seeing clients: "Have you ever had a conversation where you didn't feel seen or heard? This is why the #SHIFT in financial guidance matters." https://lnkd.in/g9tgZcWb 2. "Inspiring Others to be Great" Reminder of our core mission: "If I could inspire even just one person to take a chance on themselves, then I would consider my mission a #success." https://lnkd.in/gxSJGdun 3. "Join the Movement to Spread Joy!" Demonstrating our commitment to giving back: "Join the Movement to Spread Joy! 🌟" https://lnkd.in/g9-CvESZ In 2025, we’re doubling down on our mission: delivering truly relational and transformational financial guidance and expanding our impact through TeamNEGU and community building. To my Evoke Wealth Management family and every client who has trusted us with their legacy – thank you for being part of this transformative journey. #LinkedInRewind #Coauthor #2024wrapped #inspire #wealthwithpurpose -- Get your 2024 LinkedIn Rewind! Go to coauthor.studio

Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article. https://lnkd.in/e2RafaBN

Over this past weekend Evoke Wealth Management had the honor of joining the Hackensack Meridian Health Foundation Gala in the official launch of their ‘Be The Difference Maker campaign’.  There is nothing more inspiring than giving back to support health care, especially given the current health crisis. Hackensack Meridian Health and its team members perform miracles every single day. I have had the distinct privilege of having a front row seat to see Hackensack Meridian Health transform into the largest health system in New Jersey under the stewardship of Robert C. Garrett and his team, and am excited for all that is yet to come. It is always great reconnecting with old friends and making new ones, especially when coming together to help support a great cause. #Healthcare #NewJersey #HackensackMeridianHealth #LincolnCenter #BeTheDifferenceMaker #EvokeWealthManagement

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment. #StockMarket #CorporateEarnings #Inflation https://lnkd.in/g33u-dvE

Learn more >> https://lnkd.in/gPV4Vk3C #conciouscapitalism #wealthwithpurpose

🤔Have you heard the latest podcast with our Managing Director Kristoffer Fu, CFP®, CEPA©, CPWA® and Shaya Frum with the Jessie Rees Foundation TeamNEGU: Never Ever Give Up! 🎧Tune in, learn why we believe aligning your wealth with purpose is so important and how you can join us in making an impact for kids fighting cancer! #conciouscapitalisim #givingback #legacy #negu #jessiereesfoundation

Bring your individual experiences and viewpoints to the table, as diversity of thought strengthens problem solving and enriches collaboration. Aligning Wealth with Purpose with Valbona Camaj 💭 What does aligning wealth with purpose mean to you? Share your insights with the Evoke community in the comments below. 👇 👇 👇 #WomenInFinance #IntentionalWealth #collaboration #uniqueviewpoints #personalaspirations #timelessLegacy #EvokeWealthManagement #conciouscapitalisim

Both positive and negative experiences offer valuable lessons on managing finances and dealing with life's unpredictable challenges. Aligning Wealth with Purpose with Kristoffer Fu, CFP®, CEPA©, CPWA® 💭 What does aligning wealth with purpose mean to you? Share your insights with the Evoke community in the comments below. 👇 👇 👇 #Financialplanning #IntentionalWealth #lifeexperiences #challengesandchanges #financialsecurity #timelessLegacy #EvokeWealthManagement #conciouscapitalisim

During our financial planning process, we start by gaining a comprehensive understanding of your goals and objectives. This allows us to provide tailored advice, rather than leading with products. Aligning Wealth with Purpose with Howard Reizun 💭 What does aligning wealth with purpose mean to you? Share your insights with the Evoke community in the comments below. 👇 👇 👇 #Financialplanning #IntentionalWealth #goalsandobjectives #personalized #financialsecurity #timelessLegacy #EvokeWealthManagement #conciouscapitalisim