To properly do financial planning Evergreen Wealth partners with several entities to bring you the best solutions possible. Primary members and roles of this team include:
- Client - Must be transparent with all the relevant information and take action when decisions are made.
- Wealth Advisor - Coordinate among all team players. Primarily focused on comprehensive planning through life events. Primary interface with client.
- Custodian - Evergreen Wealth has chosen Fidelity Investments as its preferred custodian. Their role is to hold client assets and execute investment trades on your behalf. They also provide regular statements and client web interface to accounts.
- Compliance / Back Office - Evergreen Wealth has selected CS Planning Corp as our RIA to oversee compliance and all back office functionality. They work with custodian to execute trades at Wealth Advisors' discretion.
- Portfolio Design Team - Evergreen Wealth periodically evaluates the performance, cost, tax efficiency and various other attributes related to investment solutions. The portfolio design team could change over time based on the discretion of the advisor and market conditions.
Together, we work to fulfill the client needs for comprehensive financial success.