Private Wealth Management

A comprehensive foundation for your financial life.

Developing Your Financial Game Plan

Evergreen takes a comprehensive wealth management approach that looks at the entirety of your financial picture. We then collaborate with you to create a customized plan designed to guide you through every stage and change ahead. Enjoy the confidence of knowing you have a partner across all areas of your financial life.

PERSONALIZED, HOLISTIC PLANNING

Every plan starts with your goals and risk profile, not a cookie cutter portfolio. We look at your full financial picture and build the strategy around you.

INCOME-GENERATING INVESTMENTS

Flexible access to fixed income, real assets, and dividend-paying equities, designed to generate steady income alongside long-term growth.

ACCESS TO PRIVATE MARKETS

Through Evergreen Ventures, qualified clients gain access to selectively sourced private fund investments in venture capital, private equity, real estate, and private credit, not available through traditional channels.

WHO WE WORK WITH

Evergreen Gavekal serves high-net-worth individuals and families who want a disciplined, hands-on partner for their financial life. Whatever stage brought you here, whether nearing retirement, managing a complex estate, navigating a sudden wealth event, or running a business, our team is built to work alongside you.

RETIREMENT INCOME

Income generation matters well beyond retirement, but it’s especially critical once you’re drawing on your portfolio rather than adding to it. Running a retirement portfolio takes a real command of income markets. We bring that expertise to help you find yield while managing risk.
ESTATE COMPLEXITY

For families with complex dynamics or specific wealth-transfer and charitable goals, we work to align investment decisions with your legacy plan.
SUDDEN WEALTH

A sudden wealth event changes your financial reality overnight, often before you know all the steps needed to protect your assets, manage new tax complexity, or optimize your investment allocations. We’ve guided many families through similar transitions and can help you think through the right next steps.
CASH MANAGEMENT

Liquidity events can be overwhelming, especially without time to prepare. A sudden influx of cash is a good problem to have, but it shouldn’t mean rushed decisions or uninsured cash sitting in the bank. We provide a “parking place” strategy while you set long-term objectives at your own pace.
LIFE IN TRANSITION

The loss of a spouse, a divorce, or a serious health event can make it difficult to give financial matters the attention they require. During these periods, we provide steady guidance and manage the complexity on your behalf, always with your best interests as our first priority.
BUSINESS PLANNING

From startup to sale, we help business owners plan through every stage of their business. For tax-specific needs, Evergreen Sterling Kuder* brings nearly 40 years of experience serving small and mid-sized businesses.

*Tax services are provided by Evergreen Sterling Kuder. Evergreen Sterling Kuder is a separate entity, which is majority owned by Evergreen Gavekal.

 THE PRIVATE WEALTH PROCESS

A dynamic process, built to evolve with you.

FOUNDATION: STRATEGY & STRUCTURE

We start by identifying your goals and building a plan-driven asset allocation and investment strategy around them, including full net-worth planning, cash flow modeling, and account setup, all designed specifically for you.

BUILD: PERSONALIZED PATHWAYS

With your foundation in place, we put it into action. We diversify across public and private markets and complete a full tax, estate and risk review, so your plan holds together in practice, not just on paper.

MAINTAIN & REFINE: TARGETED OPTIMIZATION

Your life isn’t static, and neither is your plan. We keep refining yours through advanced estate planning, comprehensive risk reviews, and regular investment reviews, so it keeps pace with your life and capital markets.

Interested in Working with Evergreen?

Take our comprehensive 4-minute survey to see if we are a mutual fit with Evergreen Gavekal’s wealth management approach. We will respond within 24 business hours with your results.

Take Our Compatibility Survey