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About EVEREST WEALTH MANAGEMENT
Everest Wealth Management is a leading financial advisory firm that provides comprehensive financial planning and wealth management solutions to clients. With a team of experienced and knowledgeable advisors, Everest Wealth Management strives to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Utilizes a holistic approach to financial planning, taking into account all aspects of a client’s financial life
- Empowers clients to make informed financial decisions through education and guidance
- Regularly reviews and updates clients’ financial plans to ensure they remain aligned with their goals
Facts and Insights
Everest Wealth Management has been in the financial industry for over 20 years and has established a strong reputation for delivering high-quality financial services to clients. The firm has achieved numerous accolades and awards, including being named one of the top financial advisory firms by leading publications.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10+ | 20+ years |
Financial Services Offered
- Comprehensive financial planning
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance services
Client Types
Everest Wealth Management serves a diverse range of clients, including high net worth individuals, families, and business owners. The firm also works with individuals and families of all income levels who are seeking to improve their financial well-being and achieve their long-term financial goals.
Fees & Compensation
Everest Wealth Management operates on a fee-only basis, meaning that the firm is compensated solely by the fees paid by clients for its services. This ensures that there are no conflicts of interest and that the firm’s advisors are always acting in the best interest of their clients.
Background
The team at Everest Wealth Management is comprised of experienced and highly qualified financial professionals who possess a wide range of expertise and knowledge in the financial industry. The firm’s advisors hold various industry certifications and have a deep understanding of financial markets and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, Everest Wealth Management is required to adhere to strict regulations and disclose any potential conflicts of interest or legal or disciplinary events. Clients can access the firm’s Form ADV, which provides information on the firm’s services, fees, and any disclosures, on the SEC website.