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Who We Serve
Individuals
Institutions
Employer Benefit Plans
Advisors

"The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd." - Warren Buffet

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Williamston, Michigan & Perrysburg, Ohio

Click HERE to see our IAPD registration with the SEC. 

There are no warranties implied. 

Evergreen Wealth Management, LLC  (“RIA Firm”) is a registered investment adviser located in Williamston Michigan. Evergreen Wealth Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Evergreen Wealth Management, LLC  web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Evergreen Wealth Management, LLC web site on the Internet should not be construed by any consumer and/or prospective client as Evergreen Wealth Management, LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Evergreen Wealth Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Evergreen Wealth Management, LLC, please contact the state securities regulators for those states in which Evergreen Wealth Management, LLC  maintains a registration filing. A copy of Evergreen Wealth Management, LLC current written disclosure statement discussing Evergreen Wealth Management, LLC business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Evergreen Wealth Management, LLC upon written request.

Evergreen Wealth Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Evergreen Wealth Management, LLC web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.