Evergreen Wealth is a leading boutique investment firm specialized in advanced financial planning and direct equity investing. We work with a select group of clients and advisors to offer a high level of service and customization to meet your lifetime goals. Our mission is to help clients and advisors achieve high level of lifetime planning and investment management. Evergreen Wealth manages plans and investments across the risk spectrum from capital preservation to aggressive growth. Our proprietary research and direct stock selections are also available to specific advisors who value long term partnership and who meet our high level criteria.