CAPABILITIES
Offering comprehensive, custom wealth management solutions designed to add more value and discretionary time to your life. We seek to protect your lifestyle, longevity, and legacy with a personalized strategy curated for you and your family. As a client of Evergreen Wealth Management, you have access to the services and resources of Fidelity Investments, one of the world’s largest financial institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
Financial planning is the ongoing, evolving process of helping you manage your finances, from identifying your long-term objectives to navigating the financial hurdles that occur in life
financial planning
Knowing our clients and their goals—within the context of the current capital market environment—we create a targeted, personalized asset allocation that considers all of your investments in order to match your overall objectives.
investment management
Risk management and asset allocation strategies are designed to insulate your family, your assets, and your income. It’s a structured approach to managing the uncertainties of life.
risk management & asset allocation
You've worked a lifetime building a business and now it's time to sell it, now what? At Evergreen Wealth Management we can help provide business owners with strategies for replacing income lost from the disposition of their business while helping you to protect and preserve your life’s hard work.
business exit planning
A divorce can be devastating both emotionally and financially. It can be even more difficult if you’ve never taken an active role in managing your family’s finances and investments. Through our fee-only fiduciary platform, we can help you figure out what you’re entitled to — and responsible for — financially.