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Wealth Management for

Your Peace of Mind

Evergreen's Wealth Consultants and CFP® professionals help clients navigate

the complexities of investing in today's markets.

 

 

Plan, Invest, Build.

New clients start with the construction of a thorough and comprehensive personal financial plan by a CERTIFIED FINANCIAL PLANNER (CFP®). This familiarizes us with your goals, priorities, and investment preferences. Consideration of our clients' financial plans and investor profiles are the guiding information that shapes how we allocate funds.

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 schedule that fits your needs. 

Client qualification and investment process

Technology is at the core of our process

From surveys that analyze individual investment style to an app for clients to view their accounts on the go, Evergreen integrates technological solutions to elevate the client experience at every stage. Attend a virtual workshop, then connect with a CFP® and build an interactive personal financial plan in eMoney. 

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