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Retirement

Retirement

We create strategies that are tailored to your needs and goals.

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Women

Women

Years of experience have prepared us to guide you through your life transitions.

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Small Business Owners

Small Business Owners

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Advice for Today, A Plan for Tomorrow

DISCOVER OUR PROCESS

Our Process

As an independent firm, we are free to creatively design financial strategies today, that will help you reach your goals for tomorrow. 

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Our History

Created to provide financial advice free from outside influence, our firm has been committed to your best interest from the very beginning. 

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Our Values

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. 

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Are You Ready For the Journey Ahead?

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. Ever Green Wealth Management located in Victor, NY 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.

Ready <br />for <br />Retirement?

Ready
for
Retirement?

Are you ready for retirement? Here are five words you should consider.

Video
Certain Uncertainties<br /> in <br />Retirement

Certain Uncertainties
in
Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Article
Retirement <br />Plan <br />Distributions

Retirement
Plan
Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Video

Client Centered

Client Centered

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.

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Call for a Complimentary Consultation (585) 742-0271

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.

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