Hi, thanks for wanting to know more.
Whether you have achieved significant wealth, or are building wealth EWS can become an important fiduciary resource as you create your personal wealth solution. We vow to listen intently and know you very well. We help you reduce financial leaks, save taxes, grow and preserve what you have accumulated for your retirement years – so the journey is a pleasant one.
There are many financial service models out there but the one I was most comfortable with is the fiduciary model. It allows me to live in integrity and create a culture of honor that puts our clients first. That’s how I was raised and it’s been a great foundation to stand on. It’s also why we help every client create a personal wealth solution.
YOUR solution has to be personal because we all come from such varied background and resource levels. And because you ultimately have to own it and really understand it. . . whether it’s your estate plan, retirement plan, implementing an investment strategy or paying for college.
I’m proud of what we’ve built at Everett Wealth Solutions and of the many referrals our clients, family and friends give us.
Helping individuals and families plan for a sound financial future is my passion. And it’s such a blessing to do what I love.
It would be a privilege to have a conversation with you and discuss the impact of helping you create a personal wealth solution!
PRESIDENT, EVERETT WEALTH SOLUTIONS, INC