Evergreen Wealth

Evergreen Wealth is a modern Registered Investment Advisor built for successful individuals and families who want clarity, tax efficiency, and confidence in every financial decision. Our members juggle complex income streams, rising tax exposure, concentrated positions, and the pressure of knowing that one misstep can set them back. We combine experienced advisors with advanced AI that analyzes your full financial picture designed to help you capture opportunities, avoid surprises, and stay aligned with what matters most to you. What we deliver-Personalized financial guidance across investments, retirement strategies, and estate analysis -Customized portfolios with direct indexing designed for long-term, tax-aware growth -Comprehensive tax optimization using ongoing tax-loss harvesting and strategic planning -AI-driven insights that support smarter decisions -A unified experience that simplifies complexity and gives you a clear view of your financial life If you’re looking for a forward-thinking advisor who blends AI-powered technology with deep human expertise, Evergreen Wealth is the partner built for your next chapter. Evergreen Wealth Advisors, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here: https://adviserinfo.sec.gov/firm/summary/. The content provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Social Media disclosures can be found here : https://support.evergreenwealth.com/hc/en-us/articles/32313396107284-Social-Media-Disclosures Account disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652. https://linktr.ee/evergreenwealth