Evergreen Wealth Management an independent wealth management company based in Seattle.
Here are ways that we can work together:
1. Financial Plan Development: You may wish to have a custom financial plan developed, but want to implement the strategy on your own. We can develop the plan for a competitive hourly fee. You can then take the plan, written suggestions and investment proposal and implement the strategy on your own.
2. Financial Planning and Investment Management: In this scenario, we would not charge you for the development of a Financial Plan. Here, we would charge a competitive fee as a percentage of your assets that we are managing.
3. Hybrid: You may wish to pay for a custom financial plan and have us manage a portion of your total assets. You will continue to self mange the other portion of your assets and/or leverage other existing money managers.
No matter which path you choose to work with us, the first step is always a complimentary initial consultation. If you have questions, we would love to hear from you. Please call or email us to schedule a meeting and begin working toward optimizing your investments.
Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Evergreen Wealth Management, LLC is independent of Regal Investment Advisors.
Company Details
- Founded
- -
- Address
- 1700 7th Ave,
- Phone
- +1-206-357-8428
- da****@****age.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ewealthmanage.com
- Keywords
- Seattle.
- HQ
- Seattle, WA
Evergreen Wealth Management Questions
Evergreen Wealth Management's helpline number is +1-206-357-8428
Evergreen Wealth Management's website is ewealthmanage.com
Evergreen Wealth Management's LinkedIn profile is https://www.linkedin.com/company/evergreen-wealth-management
Evergreen Wealth Management's industry is
Financial Services
Evergreen Wealth Management's top competitors are
Archangel Wealth,
Evergreen Wealth Solutions,
Crossroads International | Carrefour International,
Evergreen Wealth Advisors,
Evergreen Wealth Ltd,
Evergreen Gavekal,
Freshfind,
Evergreen Wealth Management Australia,
Evergreen Wealth Management,
Sheridan Marketing Society.
Evergreen Wealth Management's support email address is dave@ewealthmanage.com
Evergreen Wealth Management's categories are Financial Services
Evergreen Wealth Management's founding year is 2015
