Hey! We’re Stewart Gill and Andre Kwan! We met in college and quickly realized that we had a lot in common (sports teams, fields of study, and of course a passion for helping people). We eventually became business partners and co-founded the massively successful, Magna Carta Wealth Management - Now we’ve developed an exciting new venture designed to help communities grow, Evolutions Financial. We applied principles of physical fitness and team-oriented philosophies to financial fitness in order to establish the right financial plan and secure a financial legacy for everyone. We’ve already helped thousands of individual clients and now with Evolutions, we can’t wait to support you in achieving your long-term goals and ultimately help all of our communities thrive!

A white-glove financial app that will not only give you a real-time snapshot of how your investment portfolio is performing, but also an updating feed of trending informational content curated for your personal needs. You’ll also have the ability to manage your own personal financial team, or as we call it, your “board of advisors”. The Evolutions app will give you the opportunity to evaluate the performance of who is on your board, and also act as a connection to a nationwide team of advisors if and when you need them. You’ll have immediate access to your entire financial team and all of your financial documentation streamlined and organized in one spot

A series of live Q&A's as well as recorded zoom sessions covering all aspects of financial literacy, planning, and coaching for people who want to be a part of a thriving financial community. We'll cover, in-depth, everything from investing strategies to budgeting and bill-paying tactics, to buying your first home. You'll receive in-depth coursework and educational materials that will set you up for success!

Join the waiting list for the next launch

Evolutions is a financial blend of automation, convenience, and personal connection. Everyone who uses our services will have the opportunity to move and engage with our team at their own pace and comfort level. We're truly here to help in every way that we can!

All Rights Reserved 2021 | Evolutions App Privacy Policy | Terms & Conditions

We are excited to support you on your journey to build your financial super team so you can really enjoy the best parts of life.

let's get after it