Evolution Vision Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm reports $65,401,042 in discretionary assets under management across 98 client relationships and constructs portfolios using stocks, bonds, mutual funds, ETFs and other public and private securities.
Portfolios are tailored to each client, with continuous monitoring and rebalancing and financial planning offered as part of the asset management service at no additional cost. The firm combines fundamental analysis with technical methods — including charting and cyclical analysis — and frequently uses bond funds, ETFs and index funds alongside individual securities.
Distinctive features include the firm’s recent start-up timeline (formed 2023; in business as an investment adviser since March 2026) and dual ownership structure, combined with a small advisory team (two advisors) managing a multi‑million dollar asset base. The brochure also notes the firm’s recommendation of Schwab as custodian, use of self-directed VantageIRA accounts (for which the firm does not charge advisory fees), and an average account size of roughly $667,000, indicating a client base weighted toward larger accounts.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,000 - $499,999.99: 0.95% $500,000 - $999,999.99: 0.90% $1,000,000 - $1,999,999.99: 0.80% $2,000,000 - $4,999,999.99: 0.70% $5,000,000+: 0.50%
Main office
See officeGlenwood Springs CO
Advisors at this office
1
Most active in
Arizona · California · Colorado · Texas
Also doing business as
Evolution Vision Wealth Management · Sb Investment Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kevin H
Series 63, Series 65
Phoenix, AZ
Evolution Vision Wealth Management
Kevin Haggerty is a financial advisor at Evolution Vision Wealth Management in Phoenix, AZ, with seven years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Evolution Vision Wealth Management in 2026, he worked at TNL Asset Management, Alpine Bank Wealth Management, and New York Life, among others. Outside of financial advising, Kevin owns a minority stake in a take-out pizza business and co-owns a bill pay company. Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $65 million in discretionary assets across 98 client relationships, using a blend of fundamental and technical analysis to construct tailored portfolios with stocks, bonds, mutual funds, ETFs, and private securities.
Daniel M
CFP®
Glenwood Springs, CO
Evolution Vision Wealth Management
Daniel Mc Caslin is a CFP® professional with five years of industry experience. He currently works at Evolution Vision Wealth Management, where he has been since 2026. Prior to that, he spent five years at TNL Asset Management, operating as Snowball Wealth Management, and fourteen years at Alpine Bank. Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses both fundamental and technical analysis to construct tailored portfolios that include stocks, bonds, mutual funds, ETFs, and other securities.
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