Wealth Management Firm
Redefining Wealth Management for Individuals, Endowments & Foundations, Investment Advisors, Businesses and more...
Who do we Serve?
We've served Invidiuals and Families just like you for over 17 years. Need a second opinion or a solution to your desired financial outcome?
Offering solutions for companies and School Districts saving time and money for employers and employees.
Providing investment solutions and financial planning services for your clients that best meets the desired outcomes.
Institutions & Endowments
Investment Management and Planning for Endowments, Non-Profits, Ministries, Private organizaitons and more.
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.
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.
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
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:
I need to achieve X amount of INCOME
I aim to achieve X amount of TOTAL RETURN
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.
“Plans fail for lack of counsel, but with many advisors they succeed.”