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.

Miami Florida
Miami Florida

Miami, FL

Coral Gables Office

Miami Florida

4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146

Miami Florida

Fax: 305-448-1326

Connect with an Advisor

Miami Wealth Management Services

We are an experienced team of accredited investment fiduciaries that is dedicated to offering our clients in the Miami Metro Area investment planning services that adhere to a rigorously disciplined process, high practice standards, and their personalized financial goals. We’re here to help you plan for life’s surprise, and we do so with these services.

  • Investment Strategy
  • Wealth Management
  • Retirement Planning
  • Saving for College
  • Giving / Philanthropy


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