The new
‍generation
of wealth

Personal Wealth Management

We manage your money so you can live your life.

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Financial advisors

Work with an advisor who knows you, knows what you want, and takes the guesswork out of investment decisions.
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Custom portfolios

Own a personalized portfolio of hundreds of securities, designed specifically for you and managed to maximize after-tax return.
Investing
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Tax strategies

Reduce the tax on your investments with strategies that can cut, offset, defer or even eliminate tax altogether.
Top tax strategies

I built Evergreen for myself...

But it might be right for you, too.
I wanted a comprehensive advisory service to maximize my long-term wealth -- a conceptually-sound, tax-reducing, technology-driven, and human-advised way to manage all my money.
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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
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$25,000 minimum deposit for banking.
$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.
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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.”
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Bill Harris
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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generation of wealth

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