How does the advisor help clients – Key Takeaways:
Evergreen Wealth Services is a trusted and experienced financial advisor firm that offers a wide range of services to help clients achieve their financial goals. With a strong focus on personalized strategies and a commitment to transparency and ethical practices, Evergreen Wealth Services is dedicated to helping individuals and families build and protect their wealth.
Facts and Insights
To help potential clients understand the scope of services and expertise offered by Evergreen Wealth Services, here are some key takeaways about the firm:
- Assets Under Management: Evergreen Wealth Services currently manages over $100 million in client assets.
- Number of Advisors: The firm is led by a team of three experienced financial advisors.
- Time in Business: Evergreen Wealth Services has been in business for 15 years, providing stability and consistency for clients.
Financial Services Offered
From retirement planning to investment management, Evergreen Wealth Services offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:
- Financial Planning: This involves creating a personalized financial plan to help clients achieve their short-term and long-term goals.
- Investment Management: Evergreen Wealth Services utilizes a disciplined approach to managing investments, taking into account each client’s risk tolerance and financial objectives.
- Estate Planning: The firm helps clients develop an estate plan to ensure their assets are distributed according to their wishes.
- Tax Planning: Evergreen Wealth Services works with clients to develop tax-efficient strategies to help them minimize their tax liabilities.
- Insurance Services: The firm offers insurance solutions to help clients protect their assets and provide financial security for their loved ones.
Client Types
Evergreen Wealth Services serves a diverse range of clients, including individuals, families, and small business owners. The firm understands that each client has unique needs and goals, and their services are tailored accordingly to provide the best possible outcomes.
Fees & Compensation
Evergreen Wealth Services operates on a fee-only basis, which means they do not receive commissions for recommending specific products or services. This helps ensure that their recommendations are in the best interest of their clients. Fees are based on a percentage of assets under management, and the firm is transparent about all charges to clients.
Background
Evergreen Wealth Services was founded in 2005 by experienced financial advisors who wanted to use their expertise to help individuals and families create and preserve wealth. The firm is headquartered in New York City and has built a strong reputation for providing personalized and trustworthy financial advice.
Financial Advisor Disclosures to Know
Evergreen Wealth Services is a registered investment advisor with the Securities and Exchange Commission (SEC), and its advisors are licensed and have undergone extensive training and education. Clients can rest assured that the firm adheres to strict financial regulations and has their best interests in mind.