The new
generation
of wealth
Financial advisors
Work with an advisor who knows you, knows what you want, and takes the guesswork out of investment decisions.
Custom portfolios
Own a personalized portfolio of hundreds of securities, designed specifically for you and managed to optimize after-tax return.
Keep more.
Building wealth doesn’t hinge on how much you make, but how much you keep. At Evergreen Wealth, we leverage technology to implement risk- and tax-reducing strategies, such as automated Tax Loss Harvesting, on your behalf.
Compounded over 25 years, those strategies could add up to 30% increase to your portfolio.*
*The information provided is for informational purposes and does not represent an actual investment allocation or guarantee any specific investment outcome. The information presented should not be construed as financial advice or a recommendation to invest in any particular strategy. Please consult your tax advisor to see whether tax loss harvesting is advisable with your accounts. Taxes should not be the only factor to drive an investment decision. All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance.
Image is for illustrative purposes only and not intended to be reflective of actual client portfolio results.
Our technology
- Custom portfolio construction
- Automated tax optimization
- Dynamic multi-factor rebalancing
- Brilliant mobile and desktop apps
$25,000 minimum deposit for banking.
$250,000 minimum deposit for investing. See terms.
$250,000 minimum deposit for investing. See terms.
A promising future
Life takes unexpected turns, but you are prepared. You’re building financial strength and resilience today, to be ready for tomorrow.
Our Guarantee
“I built Evergreen because I believe there is a better way to manage your lifetime wealth. We pledge to work diligently to serve your needs and earn your trust.”
Bill Harris
Founder of Evergreen Wealth
Founder of Evergreen Wealth
*disclosure outlining that this does not include performance of our technology, i.e. portfolio performance.
Frequently Asked Questions
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