Comprehensive

Wealth Management Services 

PRIVATE WEALTH MANAGEMENT

Asset management, retirement planning, and tax compliance all under one roof. Our team of Wealth Consultants, CFP(r)s, and CPAs guide clients in preparing for a secure retirement, and whatever else life brings.

Private Wealth Management

FAMILY OFFICE

We understand the needs of families who are overwhelmed by the complexities of managing greater wealth. Whether you are inheriting funds, managing a trust, liquidating a business, navigating executive comp, or simply ready to switch to a more sophisticated solution, we can guide you in the growth and preservation of your wealth. 

Family Office

TAX PLANNING

Evergreen is a full-service investment, planning, and tax firm with five CPAs in house. Considering the impact of your investments on your tax situation is an integral component of our reviews with clients.

Tax Planning

ENDOWMENTS AND FOUNDATIONS

Our practice was created in 1983 for the purpose of managing a large endowment, and while we have since expanded our offering, endowments and foundations are amongst our longest standing clients. Our nearly 40 years of experience, paired with a diverse offering of custom portfolios and ESG options, makes Evergreen a well-equipped choice for your organization.

Endowments and Foundations

EMPLOYER SPONSORED PLANS

Individual security portfolios, experienced planning, and attentive service engages employees and promotes eager participation in the company benefit plan.  Schedule a free consultation to talk with an advisor about your benefit engagement strategy.

Employer Sponsored Plans

PRIVATE INVESTMENTS

Evergreen Ventures uses a combination of venture capital and private equity, creating private funds that are both opportunistic and proactive in addressing the shortcomings of public markets. From identifying a shortage of funding in the Seattle tech start-up space to problem-solving around the diminishing yields in income markets, our research team is committed to finding the opportunities that best serve our clients.

Private Investments

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