We Are an Investment Fiduciary.

When it comes to investment advice, our advisors act only in your best interest, so you’ll always get professional advice.

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Who We Serve

We specialize in serving the unique needs of High-Net-Worth individuals and families with at least $500,000 of investable assets, as well as Trust Companies and Business Owners.

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Get Help From a Team of Advisors 

At Everest Wealth, our clients are part of our family. Our team of  Advisors work together to develop customized solutions specifically for you and your goals. What’s important to you becomes important to us, and we will guide you through every stage of life by creating a plan that fits you - and the goals you want to achieve. Get started by filling out our contact form or calling us today for a free consultation.

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Investment Management

We leverage our vast resources in seeking out the best and brightest investment minds in the World, as well as LPL Research to deliver portfolios tailored to you.

Tax Planning

We take a collaborative approach with you and your certified public accountant and other experts for your tax needs.

We Are Dedicated To Creating Personalized Financial Plans In Seeking To Protect And Preserve The Wealth Of Clients.

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