Evergreen Wealth
investing for a lifetime
FINANCIAL ADVICE
Financial strength
and resilience
Advice for your lifetime wealth
We combine the expertise of a dedicated advisor with the analytical power of AI tools. Get advice when and how you want it.
How do Evergreen portfolios work?
Allocation
First, we balance risk and return to create an asset allocation that’s right for you.
Index
Second, we select or design a custom index as the baseline for your personal portfolio.
Customize
Third, we fine tune your portfolio with over 25 optional personalizations like sector caps, position limits, and values based investing parameters.
Tax Saving
Fourth, we work to reduce your taxes through smart tax optimization.
Simply the best way to invest
After 35 years building financial technology, I believe this is the best way to invest for after-tax return. We combine time-tested investment principles with advanced tax strategies to grow and protect your wealth.
Evergreen founder Bill Harris is former CEO of PayPal and Intuit. Bill founded Personal Capital, an investment firm that grew from zero to $23 billion in client assets.
If you’ve got a million dollar portfolio
(or if you’re on your way), we can help build your wealth.
Call 888-884-0557
We’re here 8 to 8 ET on Mon-Fri
Schedule appointment
A free financial consultation
You’ve got questions.
We’ve got answers.
Get quick answers here, then talk to an advisor for more
Frequently asked questions about Evergreen Wealth
Is Evergreen government regulated?
Are my accounts FDIC and SIPC insured?
Will I have a dedicated advisor?
Why can I trust Evergreen Wealth?
Where are you located?
What is the minimum investment?
Is Evergreen a “fiduciary”?
How much do you charge?