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WHAT WE DO

Challenging ourselves to bring new and original ways of thinking

What We DoKim Sharp-Leyba2021-07-08T16:47:00+00:00

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© Copyright | Investment advice offered through Evergreen Private Wealth, LLC, a Registered Investment Advisor. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. Evergreen may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Because Evergreen’s services include the wide-ranging nature of financial planning, Evergreen may provide ideas and insights to the Client related to tax planning or legal advice. Clients must always first consult with their tax or legal professional regarding the efficacy and impact of the ideas that Evergreen proposes before taking any action. Please refer to Evergreen Disclosures & ADVs for additional information and risks, which include Evergreen's Wrap Brochure and Investment Policy Statement.
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