Private Wealth Management
Wealth management for individuals.
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Multi Family Office services for families.
Evergreen Ventures
Alternative investment funds for qualified investors.
Tax
Tax preparation and advice.
Trustee Services
Independent, professional trustee services.
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Disclosure
All expressions of opinions are subject to change without notice. Due to various risks and uncertainties, actual events, results or the actual performance of the Adviser's proposed portfolio allocation may differ materially from those reflected or contemplated in such forward-looking statements. There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. All investing involves a risk of loss that the client must be prepared to bear.
Full Disclosures
GENERAL DISCLOSURE
Any projections, targets, or estimates in this website are forward-looking statements and are based on Evergreen Capital Management’s (ECM) research, analysis, and assumptions made by the Adviser. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Due to various risks and uncertainties, actual events, results or the actual performance of the Adviser’s proposed portfolio allocation may differ materially from those reflected or contemplated in such forward-looking statements. There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. All investing involves a risk of loss that the client must be prepared to bear.
Qualifying clients for the Evergreen Ventures alternative investment platform are those who meet the criteria for Accredited Investor and Qualified Client, or Qualified Purchaser status and for whom the specific fund has been deemed suitable by the Advisor. Anyone considering an investment in the “Funds” will be provided with an offering memorandum, limited partnership agreement, and subscription agreement (the “Fund Documents”). You should review carefully and completely the Fund Documents and risk factors disclosed in the Fund Documents prior to making a decision to invest.
EVERGREEN STERLING KUDER DISCLOSURE
Tax services are provided by Evergreen Sterling Kuder (ESK). Evergreen Sterling Kuder is a separate entity, which is majority owned by Evergreen Gavekal. The information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Any accounting, business or tax advice contained in this communication is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Evergreen Sterling Kuder would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.
EVERGREEN TRUST SERVICES DISCLOSURE
Trust services are provided by Evergreen Trust Services, LLC. Evergreen Trust Services, LLC is a separate entity, which is majority owned by Evergreen Gavekal. The information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Any accounting, business or tax advice contained in this communication is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Evergreen Trust Services, LLC would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.
AWARDS
Forbes Next-Gen: The rating of 2020 Next-Gen Wealth Advisor is based off several factors set by the Forbes and SHOOK Research. Forbes states The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. There were 32,000 nominations received, based on thresholds set by Forbes and SHOOK. Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. Read more information on the methodology and list here.
Forbes Best in State: Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. No fee was paid by Evergreen, or Jeff Eulberg to be part of this list. Data provided by SHOOK® Research, LLC. Data as of 12/31/21. Source: Forbes.com(July, 2022). Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. There were 34,925 nominations received, based on thresholds set by Forbes and SHOOK. Read more information on the methodology and list here.
InvestmentNews Award for Advisor of the Year – Alternative Investments: Jeff Eulberg was named an Excellence Awardee of the 2025 InvestmentNews Award for Advisor of the Year – Alternative Investments. This recognition is based on a nomination and independent judging process described here (methodology) and here (process) evaluated against category-specific criteria available here (nominate). Evergreen Gavekal and Jeff Eulberg did not pay a fee to InvestmentNews for consideration or selection for this award. This award is not based on investment performance, is not indicative of future results, and should not be construed as a testimonial, endorsement, or recommendation by any client of the advisor’s investment advice or services. Neither the advisor nor Evergreen Gavekal can guarantee that similar recognition will be received in the future. For more information about the criteria and methodology used, please see the links above.