Montclair Financial Management Company Merges With West Coast Firm

MONTCLAIR, NJ — A financial management company in Montclair, New Jersey has completed a merger with a West Coast firm, uniting the two into a new entity: Evoke Wealth Management.

Evoke Wealth Management – which is located in Montclair and has clients nationwide – has merged with Maven Bridge Capital in Brea, California, according to a statement from Kestra Private Wealth Services.

Maven Bridge Capital is led by CEO Kristoffer Fu, and Evoke Wealth Management is led by managing partners Howard Reizun, Athishay Gangadharan and Craig Petrassi.

According to Kestra, the two firms had some common goals: “growth, fostering the next generation of talent, and value of client-centric service.”

Evoke Wealth Management looks to continue adding “like-minded teams” to its firm, with plans to expand to the Southeast in the coming years, Kestra added.

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