As an independent firm, we are free to creatively design financial strategies today, that will help you reach your goals for tomorrow.
Created to provide financial advice free from outside influence, our firm has been committed to your best interest from the very beginning.
Our mission is not to hand you a map and send you on your way, but to board your boat and help navigate the journey.
Arriving at a safe and secure financial future doesn’t happen by accident. It happens with careful planning, objective guidance, and a clear understanding of your finances. Located in Victor, NY, Ever Green Wealth Management was created to provide independent wealth management services to individuals, retirees, women, executives, and businesses. Always looking out for your best interest, our firm will not only prepare you for what lies ahead, but will be by your side for the duration of the journey.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Are you ready for retirement? Here are five words you should consider.
The uncertainties we face in retirement can erode our sense of confidence.
There are a number of ways to withdraw money from a qualified retirement plan.
At Ever Green Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term. Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
ADV Part 2A
ADV Part 2 B David
ADV Part 2 B Jason
Disaster Recovery & Business Continuity Plan
Form CRS SEC Rule
Form CRS ADV Part 3