Evolution Wealth Management Inc.

Adam Bruno is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL, with five years of industry experience. He holds a Series 65 designation and has worked at Evolution Wealth Management since 2020, following three years at Grace Advisory Group. Outside of advisory services, he is also an insurance agent affiliated with Evolution Retirement Services Inc. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary assets, employing a long-term, passive investment approach with diversified portfolios that include mutual funds, ETFs, bonds, equities, and independent managers.

Thomas Andersen is a financial advisor with Evolution Wealth Management Inc. in Punta Gorda, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Bison Advisors and operating Andersen Harrison Advisors, Inc., as well as involvement in insurance sales through Andersen Harrison Insurance, LLC, where he serves as President and Owner. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary client assets, emphasizing a long-term, passive investment approach with diversified portfolios and the use of independent managers.

Brett Barry is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL. He holds a Series 65 designation and has been with Evolution Wealth Management since 2024, with prior work experience outside the financial industry. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary client assets, employing a long-term, passive buy-and-hold investment approach with diversified allocations across mutual funds, ETFs, bonds, equities, and Independent Managers.

Kurt Traulsen is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL, holding a Series 65 designation with 10 years of industry experience. His career includes roles at truAdvice, LLC, Brokers International, and Grace Capital Management, LLC. He is also Vice President and Co-Owner of Evolution Retirement Services, an insurance agency offering life and long-term care insurance and fixed annuities. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $134 million in discretionary assets through a wrap-fee program that emphasizes a long-term, passive investment strategy with diversified allocations and the use of Independent Managers.