Charles Evangelakos is a wealth manager who specializes in working with the unique complexities of highly affluent families, business owners and corporate executives. Charles has a five-step planning process that allows him to understand his clients’ needs and their visions, values and goals. Through a comprehensive analysis of the information that his clients provide, he is able to deliver sound advice customized to his clients’ needs. With 20 years of experience and a team of advanced case design experts and professionals, the advice delivered is of top caliber. Charles is committed to putting his clients best interest first. He is a member of the Boston Estate Planning Council and many other local organizations. He serves as a board member of Mercantile Bank of Boston and on the Boston Advisory Committee for Commerce Bank of Worcester, Massachusetts.
