When Evergreen Wealth Solutions was founded in 2015, the practice looked a lot different than it does today. A primary focus on helping individuals and families has always been the core of who we are. As our firm has grown, we are also now assisting businesses, institutions, and not-for-profit organizations manage and grow their portfolios and investment objectives.
At Evergreen Wealth Solutions, we have always been, and will continue to be, a planning-cenric firm. But we also strongly believe that our clients and partners should grow, and have a prosperous mindset along the way.
Plan. Grow. Prosper.
If you have questions about how we can help you plan, grow, or prosper as an individual or organization, we'd love to hear from you! Email kate@egwealth.com with your questions.
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