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More than just a financial advisor,

Evergreen is Everything Wealth.

Comprehensive wealth management to guide you through whatever life brings.

We're recognized as one of the top advisors in the United States

*See disclosures below

 

Client qualification and investment process

1

WE'LL ENSURE YOU ALIGN WITH OUR TYPICAL CLIENT PROFILE

Speak with one of our Wealth Consultants so we can learn more about each other, review your goals, needs, and who you are as an investor. 

2

CREATE YOUR CUSTOM FINANCIAL PLAN

We take a deep dive into your financial picture and build a custom portfolio that takes into account your personalized objectives.

3

BUILD A PORTFOLIO THAT MEETS YOUR PLAN'S OBJECTIVES

Our dedicated service team will guide you through the account opening process to make sure everything is implemented smoothly. 

4

PERIODIC REVIEWS WITH YOUR WEALTH CONSULTANT

A key element to the success of a financial plan is ongoing monitoring. Your Wealth Consultant will help to establish a shcedule that fits your needs. 

Personalized wealth planning built to navigate the ever-changing landscape of money & markets

 

We take a deep dive into your financial picture and build a custom portfolio that takes into account your personalized objectives and preferences. 

Why work with Evergreen? 

PEOPLE

We are a  multi-generational team. 

We have a team built with the goal of preserving your legacy and seeing it through future generations. Work with a firm that has an innovative and energetic approach to managing wealth. 

 

OUR PROCESS

Dynamic Asset Management. 

We don't just rebalance; we strive to seize market opportunities. Advanced data analytics allow us to analyze and measure changes in investor behavior. We build our own strategies with individual securities. 

Global reach 

with Gavekal. 

Clients benefit from the investment team’s access to Gavekal Research, an institutional research provider used by prominent financial institutions of the world. 

OUR PLANNING

360 degree view 

financial plan.

We need to understand who you are and where you want to go. Our planning process is comprehensive, covering retirement, investment, insurance, estate, education, and tax planning.  

OUR PARTNER

About Evergreen Gavekal

Evergreen Gavekal is an independent registered investment advisor (RIA*) serving high-net-worth individuals, families, and endowments. Since 1983, one key directive has guided how we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions to tackle today’s increasingly complex global markets. We are committed to establishing and maintaining relationships where clients view us not simply as investment professionals, but also as their trusted partners. Our entire team is working toward the same goal: a secure financial future for our clients. At Evergreen, we believe superior communication is at the foundation of success for an investor. While each of our client’s pursuits is unique, Evergreen puts their interests above all else.

 
 

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES