At Everest Wealth Management we provide comprehensive, fee-only wealth management services, integrating financial planning and investment management, to a limited number of qualified individuals. We help our clients accumulate, grow, protect, enjoy and transfer their wealth, allowing them to focus on other things in life such as family, friends, career, physical health, spirituality and the enjoyment of life. Our clients experience peace of mind, knowing they have partnered with a qualified professional to help them with life’s financial decisions and ongoing investment management.
We differentiate ourselves through our qualifications and fee-only compensation, enabling us to provide high-quality, objective, comprehensive advice. We work with clients who want advice void of product sales biases. All we sell is our time and our knowledge. Our firm is not affiliated with any entities that sell financial products or securities and we do not accept any commissions, sales loads, or referral fees.
As our clients’ trusted financial guide, we help them navigate their life journeys by being their first contact whenever they confront life’s financial decisions. We are committed to responding with answers or advice on the best course of action within 24 hours.
We offer a no-obligation, complementary consultation to assess the fit between your needs and our services. I invite you to learn more about our firm by exploring this website or by contacting us.
