Evergreen Wealth Management Employee Directory

Financial ServicesWashington, United States0-1 Employees

Evergreen Wealth Management is an independent wealth management firm based in Seattle, Washington, offering a range of financial planning and investment services. The company provides options for clients to develop a custom financial plan either on an hourly basis for self-implementation, or as part of a broader service where ongoing asset management is included, with a hybrid option combining planning and partial management of assets. Its advisory services are delivered through Regal Investment Advisors, LLC, an SEC-registered entity, while Evergreen Wealth Management operates independently of Regal. The practice emphasizes an initial complimentary consultation to discuss goals and establish a path toward optimizing investment strategies. The firm is positioned within the financial services industry as a localized advisory option in the Seattle area, serving individuals seeking structured financial plans and/or asset management arrangements.

Sign up for free to view info

Company overview Email format