Evergreen Wealth Management

OUR VISION

Evergreen Wealth Management, LLC offers a unique approach to wealth management that helps individuals and families make better financial decisions.  Evergreen works with individuals, families, financial advisors, non-profits, ministries, endowments and institutions to understand and solve financial problems.  From comprehensive financial planning to specific insurance needs, we have a specialized team for you.

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By focusing on your personal desired outcomes we are better able to customize a plan to meet your needs. Understanding your unique story, values and desires with greater depth allows our team to think outside the box and design a strategy to bridge the gap between current reality and long term goals.  

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We believe a deep level of understanding coupled with an in house team of specialists will give you peace of mind and simplify your life so you can focus on what's really important to you.  

How we view

Investment Management

We feel most management firms make investing too complicated. At Evergreen Wealth Management we run Outcome Based Portfolio Management. Our focus is to structure your investments in a portfolio that is aligned to meet your desired outcomes. At the core of every client's financial goals we feel there are only 1 of 2 strategies a client is looking to achieve:

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1. I need to achieve X amount of INCOME

2. I aim to achieve X amount of TOTAL RETURN

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After discussing a client's individual financial condition and risk tolerance, we put together a plan to achieve the desired outcome of the client. This Investment Management "lens" is true whether you've been retired for 10 years, 21 years old and entering the workforce, or if your an institution needing your portfolio to provide income in perpetuity. Evergreen can provide the Outcome Based strategy you're looking for. 

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Evergreen's focus is serving our clients to help them achieve their desired outcomes. 

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Achieving your Desired Outcomes begins with asking the right questions. Call us, let us help!

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Learn more about Evergreen's Core Philosophy

OUR TEAM

Evergreen strives to build a long and supportive relationship to our clients. To do this we put together a team of experts with decades of experience and different backgrounds driving our investment strategies, financial planning and wealth managment. Let us help put together a solution for you.