SEC Investment Adviser Disclosure: Check the background of investment professionals associated with this site on the SEC’s Investment Adviser Public Disclosure website.

As seasons change our commitment to you remains constant

We provide client-first financial planning, putting your interests first.

Wealth Management

Our investment strategies are designed to work toward the financial goals of our clients while being considerate of their risk profile. We’ll also help identify possible opportunities to help reduce any tax liability, putting more money back in your pocket.

Financial Planning

Evergreen Private Wealth will be here throughout your career and retirement journey to provide financial guidance along the way. As your situation changes, we’ll adjust the plan to align with new short- or long-term financial goals.

Small Business Owners

Let us help set up the right retirement plan for you and your company.

We can also help you structure your business and develop a solid exit plan.

Our Philosophy:

Our philosophy as a firm revolves around two major principals;

  • Keeping the client’s best interest at the forefront – We believe the best way to serve our clients is to have a long term financial plan coupled with fundamentally sound investments.
  • Independence and Transparency – We have nothing to hide, we are excited to share our core values and we believe in transparent, straightforward pricing.

How We Help

Tax planning

No one likes to pay more than they have to, we work with you to find ways to manage, reduce and defer taxes

Retirement planning

We utilize the latest software to help create, monitor and stress test your income needs throughout retirement

Risk management

Our process helps to identify any potential gaps with your insurance needs and estate plan, and we will work with you to find the best solutions for your unique goal – allowing you to rest easy

Investments

By managing all of our portfolios in house we help our clients avoid paying extra fees, it also allows us to be nimble while at the same time increasing transparency

The Evergreen Process

Step 1: Engage

In our initial discovery phase, we determine if you’re a good fit for our firm and vice versa.

Step 2: Gather

We collaborate with your family to identify assets and the goals you’d like to accomplish.

Step 3: Analyze

Using this data, we perform a deep-dive analysis into your financial life.

Step 4: Design

A financial plan is created, addressing your specific goals while keeping it flexible to adjust for life’s little surprises.

Step 5: Implement

The plan is then implemented, and both you and Evergreen’s financial advisors are responsible for staying on track.

Step 6: Monitor

Time will pass and your financial situation will shift. As they do, we’ll be there to make adjustments.

Our Team

Steven Bowes, MBA

Managing Partner

In 2004 Steven started his career at the Apollo Group, working nearly 10 years and eventually becoming a Director for the Colorado and Wyoming locations. Steven then went to Merrill Lynch in 2013 where he started his wealth management practice focusing on high net worth individuals, professionals and small business owners. Steven moved his practice independent in 2016 and co-founded Evergreen Private Wealth in 2019.

Steven’s philosophy is client-focused; he wants each of his clients to have a comprehensive plan that is tailored to their individual wants and needs, and he wants each client’s investments to reflect and accompany their individual plan.

Office: 720-617-2883
Cell: 970-443-8531
Email: sbowes@evergreenpwl.com

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Scott Preston, CFP®

Managing Partner

Scott began his career at a young age, co-founding a highly successful start-up, which was eventually sold to the Larry H. Miller Corporation. In 2008, Scott joined Fidelity Investments and, in 2016, Scott moved independent where he developed an intimate practice aimed at assisting successful business owners and professionals. In 2019, Scott co-founded Evergreen Private Wealth. Scott’s philosophy focuses on maintaining a high-touch, high-service practice, while keeping the client’s best interest always at the forefront.

Office: 720-617-2882
Cell: 801-400-6129
Email: spreston@evergreenpwl.com

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

A Network of Support

Evergreen Private Wealth is a member of the Independent Financial Partners (IFP) network of financial advisors. This alliance with IFP gives our firm access to the tools and resources necessary to provide the level of service that plan sponsors, plan participants, and private investors deserve.

Independent Financial Partners (IFP) is a full-service financial advisor support firm. Financial advisors are their clients, and they provide solutions and services for their business needs, allowing them to focus on their clients.

Independent Financial Partners Support Staff

Aaron Gilman, CFA, CFP

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Evergreen Private Wealth.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Pete Nunley CFA, MBA

Director, Asset Management, IFP

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.

Mr. Nunley is an employee of Independent Financial Partners and not alliliated with Evergreen Private Wealth.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

We'd Love To Hear From You.