Chris Everett Founder Message

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!

CHRIS EVERETT
PRESIDENT, EVERETT WEALTH SOLUTIONS, INC

Our Mission

Everett Wealth Solutions, Inc. (EWS) offers a fee only fiduciary level of service as a registered investment advisor. We use a 4-Step Process.

Whether you are building wealth or have achieved significant 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 reduce financial leaks, save taxes, grow and protect what you have accumulated for your retirement years – so the journey is a pleasant one.

Meet the team

Chris Everett

Chris Everett

President and Founder

Chris is the visionary leader for the company’s strategy, financial planning operations, and business units. She is an important resource for retirees, pre-retirees and families looking to create a personal wealth solution. Chris has been helping clients with money decisions for 30 years, and absolutely loves her work. EWS is now a leading firm on a fiduciary platform insisting that everything we do is in your best interest. Period.

Carol Arvis

Carol Arvis

Office Manager

As the Office Manager aka Love Doctor at Everett Wealth Solutions, Inc., Carol makes sure everything is run at the highest standard of excellence.

Carol has been with EWS for over 10 years. She believes that there is something new to learn every day which makes the job interesting and challenging at the same time

Todd Wandtke

Todd Wandtke

Marketing/Communications

Todd was a client before he came to help us with marketing/communications. He also makes sure you are prepared before you come to your meeting. He’s a great guy and we are blessed to have him on the team.

Paul Michaels

Paul Michaels

Insurance and Investment Processor

Paul keeps the ball moving and makes sure everything is done right. He has a medical background and is very good at keeping you informed.

Robert Mondo - MBA, JD

Robert Mondo - MBA, JD

Attorney, Wills & Trusts

Bob Mondo advises clients on complex federal statutes and regulations with a current focus on wills and trusts.

Prior to starting his own practice, Bob was a group employee benefits producer and benefits wholesaler for various national health insurance carriers as well as operating his family owned insurance businesses. Bob graduated from Illinois Institiute of Technology – Chicago Kent College of Law with High Honors. He also graduated from Lewis University with a Masters of Business Administration in Finance achieving Magna Cum Laude.

Everett Wealth Solutions, Inc. [EWS] is a registered investment advisor. EWS provides fee-only fiduciary financial planning and asset management services.