We leverage our cumulative 75+ years of financial expertise, combined with the personal touch of a family-office practice to provide you with customized wealth management strategies.

Evan leads the team’s New York City practice, while also working alongside Roy Savarick in South Florida. As Managing Director - Investments, Evan works closely with clients to provide customized investment and retirement plans, options trading, investment management, alternative investment strategies, impact investing opportunities, executive and business owner advisement, and risk management analysis. Evan helps clients preserve and grow their assets, provides access to sophisticated borrowing capabilities, and creates multigenerational strategies. As a Chartered Retirement Planning Counselor™  (CRPC®), Evan focuses on asset management, beneficiary designations, income tax strategies, estate planning strategies, healthcare, and more.

As a Certified Exit Planning Advisor® (CEPA®), Evan educates and guides business owners of privately held businesses on exit planning. Exit planning is a process that educates the owner on all potential exit options available while at the same time addressing the business, personal and financial needs of the owner.

Evan graduated as valedictorian while studying finance at the University of Central Florida and earned his master’s in finance from Vanderbilt University. After 10 years with Morgan Stanley, Evan brought his team to Wells Fargo Advisors where they continue to provide complex planning and investment strategies for their high-net-worth clients. He splits his time between New York City, South Florida, and Breckenridge, Colorado.

With over four decades of experience, Roy has navigated his clients through financial cycles and market crashes such as Black Monday, the Dot-Com Bubble, the Housing Crisis of 2008, and most recently the COVID-19 crisis. Roy draws on more than 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Investment Management Analyst® (CIMA®) to build long-term value for his clients and their families. This October, he will celebrate his 45th year as a Financial Advisor. Roy is based out of South Florida and Breckenridge, Colorado with his wife and pup, Ellie.

As a former financial advisor and wealth management analyst, I bring a wealth of expertise in helping guide clients towards their financial goals. A graduate of the University of Central Florida, I hold a strong foundation in finance and strategic planning. Beyond the world of finance, I am deeply passionate about health and fitness, prioritizing a balanced lifestyle. In my free time, I enjoy exploring new destinations with my beloved dog, Blu, combining my love for travel and companionship.

Born and raised in South Florida, Jennifer started her career in Wealth Management in 1991. She joined The Savarick Group in 2007. With over 30 years of experience Jennifer is invaluable to her team and clients. Jennifer enjoys spending time with her family and her 2 daughters.