Evolv Family Wealth
Evolv Family Wealth was founded in 2022, is privately held and is headquartered in Charlotte, NC. Evolv is powered by a large national RIA and a successful, boutique family office. Evolv was created for advisors who want to do more for their clients, earn more for themselves, and break free from the constraints of traditional firms.
Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.
— Albert Schweitzer, Nobel Prize-winning philosopher and physician
Our Team
The Evolv Family Wealth team is a dynamic ensemble of dedicated professionals, each contributing their unique expertise and knowledge to ensure exceptional financial guidance and unwavering support for advisors and their clients.
Nick Kolbenschlag
Managing Director
My mission is to help as many families as possible experience financial peace, by creating balance between their life and wealth.
Nick Kolbenschlag
Managing Director
Prior to co-founding Evolv Family Wealth I founded Crown Wealth Group, a boutique multi-family office. Before that, I spent two years at a Charlotte-based wealth management firm building out their Family Office division as the Director of Personal CFO Services. I spent the previous 8 years building and executing this model as the Managing Director of a private wealth management firm with offices in Raleigh, Richmond and Charlotte. I earned my Bachelor’s degree in Finance, with a minor in accounting, from North Carolina State University.
Tyler Kolbenschlag
Managing Director
My focus is furthering the firm's explosive growth and industry changing Personal CFO model by leading our operations, platform, people, and brand.
Tyler Kolbenschlag
Managing Director
As a licensed real estate agent, I manage real estate process, partners, and local market analysis through my affiliation with Berkshire Hathaway HomeServices Carolinas Realty.
Prior to launching Evolv, I founded Crown Wealth Group, a boutique multi-family office. Prior to that, I joined a Charlotte-based wealth management firm to build out the operations for a Family Office division and led the firm's advisor acquisition strategy. I spent the previous four years as a Client Relationship Manager for a private wealth management firm, servicing and providing advice to clients, as well as a lead team member within the firm’s merger and acquisition strategy. I earned my Bachelor’s degree in Finance from North Carolina State University.
Tony Parish, CFA®, CQF
Alphastar Capital Management | Chief Investment Officer
Tony is the Chief Investment Officer for Alphastar Capital Management. He also serves as Chair of the Investment...
Tony Parish, CFA®, CQF
Alphastar Capital Management | Chief Investment Officer
Tony is a certified Chartered Financial Analyst (CFA®), holds a Certificate in Quantitative Finance (CQF), and specializes in quantitative modeling of multi-asset portfolios. He earned his MBA, with a concentration in Finance, from Fordham University in New York, a Certificate in Data Science from the University of Washington, and a BFA from Concordia University in Montreal.
He previously worked with Sage Advisory Services in Austin, TX as the Director of Quantitative Strategies; helping manage multiple objective-based investment strategies and serving on the firm’s Investment Committee, providing input on ~$12.5 billion of AUM. Tony also worked in product development and analytics with Deutsche Asset Management, Credit Suisse, and OppenheimerFunds in New York City.
His favorite activities include movie-watching with his family and recording buttery R&B bass tracks with his Rickenbacker bass.
Jaren Kiser, CFP®
Alphastar Capital Management | VP – Advisor Consulting
Jaren is a Vice President of Advisor Consulting for Alphastar Capital Management. In this role, he serves as coach...
Jaren Kiser, CFP®
Alphastar Capital Management | VP – Advisor Consulting
Jaren holds the Certified Financial Planner™ certification as well as a Bachelor of Science in Electrical Engineering from North Carolina State University in Raleigh, NC. His diverse history of sales, financial planning, and business ownership lends a wealth of experience and expertise to Alphastar and our advisor teams.
Outside of his professional life, Jaren enjoys spending time with his family and his church. He is also an avid reader and fitness enthusiast who enjoys running, working out, and being active.
Strategic Partners
Our network of strategic partners who specialize in various areas such as tax planning, legal services, and insurance, allows us to offer you a complete and integrated approach to managing your finances. By collaborating with these experts, we can help you navigate complex financial situations and make informed decisions with confidence.
Don't miss this opportunity to elevate your financial advisory practice!
Schedule a discovery call today and embark on a transformative journey with Evolv Family Wealth, unlocking your potential for growth and success.