Evergreen Wealth

Evergreen Wealth is a small financial planning firm located in Bellevue, Washington, with a team of three employees. The company generates approximately $5 million in annual revenue. Evergreen Wealth offers comprehensive financial planning services tailored to business owners and high-net-worth individuals. Their expertise encompasses various aspects of wealth management, including tax planning, risk planning, retirement planning, and estate planning. The firm's approach goes beyond traditional asset management, focusing on a holistic understanding of clients' financial situations, encompassing both assets and liabilities. Evergreen Wealth prides itself on transparency and personalized strategies. They work closely with clients to develop comprehensive financial plans that align with their specific goals, whether it's maximizing personal wealth, supporting charitable causes, or ensuring a secure financial future. For a complete list of states in which they are registered to conduct business and to learn more about their advisory services, please visit their website at evergreenwealth.net. Advisory services are offered through CS Planning Corp, an SEC registered investment advisor.