Advice for Today, A Plan for Tomorrow
DISCOVER OUR PROCESSOur Process
As an independent firm, we are free to creatively design financial strategies today, that will help you reach your goals for tomorrow.
Our History
Created to provide financial advice free from outside influence, our firm has been committed to your best interest from the very beginning.
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.
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. 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.

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

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.

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.
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