Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT


As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT


As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

How it Works

Step 1

Fill out this short form. It’s important to provide us with as much information as possible so that we can get a full picture of your needs, obstacles, and goals.

Step 2

A member of our team will contact you to schedule an initial consultation, during which we’ll review the information you provided and determine which of our talented advisors we will place on your wealth management team. There’s no obligation past this step — we just want to connect!

Step 3

With your goals defined and your wealth management team in place, you’ll begin the onboarding process with our firm and start the journey toward your financial goals.

About Evensky & Katz / Foldes Wealth Management

For over 35 years, Evensky & Katz / Foldes Wealth Management has specialized in financial planning and goals-based investment management services for professionals, retirees, entrepreneurs, and more. We believe that the integrity of our advice and commitment to quality client services sets us apart in a crowd.