We empower you with objective advice, comprehensive wealth management services, and unique alternative investment opportunities to help you achieve your unique and evolving goals.
We take a personalized approach that considers your current financial situation, your family vision, and the expectations of future generations.
We also work seamlessly with your estate planning attorneys and tax specialists to develop comprehensive strategies that encompass all aspects of your financial life.
To keep you on track, we ensure a structured process with ongoing monitoring and open communications, including monthly calls, updates, and proactive ideas.
Our independence empowers us to align industry-leading resources to provide an exceptional experience and protect your best interests every step of the way, including our custodian to ensure the safety of assets, advanced tools and technologies, cybersecurity partners, and other essential alliances.
We have selected Fidelity Investments® (Fidelity) to custody our client assets. Fidelity is an industry leader with a strong net capital position, stringent internal controls, and a long and trusted 75-year history of putting clients first. Fidelity safeguards accounts through Securities Investor Protection Corporation (SIPC) account protection and other insurance for the protection of client assets.
Fidelity Investments®(Fidelity) is an independent company, unaffiliated with EverPar Advisors. Fidelity is a service provider to EverPar Advisors. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by EverPar Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1101745.1.0