NetworkยทFamily Office

Ever Green Wealth Management, LLC

Unclaimed

๐Ÿ“ VICTOR, NY

Family Office
www.ever-greenwm.com โ†—

SEC CRD #801-117694

About

Ever Green Wealth Management - Victor, NY 6535 Anthony Drive davidgreen@ever-greenwm.com (585)742-0271 Advice for Today, A Plan for Tomorrow DISCOVER OUR PROCESS Meet your team This short video below serves as an introduction to who we are and how we work. Get to know the people behind the firm and see how we're here to support your financial goals-every step of the way. Our Process As an independent firm, we are free to creatively design financial strategies today, that will help you reach your goals for tomorrow. DISCOVER Our History Created to provide financial advice free from outside influence, our firm has been committed to your best interest from the very beginning. Discover Our Values Our mission is not to hand you a map and send you on your way, but to board your boat and help navigate the journey. Discover Are You Ready For the Journey Ahead? Arriving at a safe and secure financial future doesn t happen by accident. It happens with careful planning, objective guidance, and a clear understanding of your finances. Located in Victor, NY, Ever Green Wealth Management was created to provide independent wealth management services to individuals, retirees, women, executives, and businesses. Always looking out for your best interest, our firm will not only prepare you for what lies ahead, but will be by your side for the duration of the journey. Retirement Years of experience have prepared us to guide you through your life transitions. Learn more Women We create strategies

Key Contact

DG

DAVID GREEN

MANAGING MEMBER AND CCO

๐Ÿ“ž (585) 742-0271

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Geographic Focus

victor, ny
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AUM

$80M

Location

VICTOR, NY

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