Everett Wealth Solutions, Inc. (EWS) offers a Fiduciary level of service as a Registered Investment Advisor. EWS provides financial and retirement planning, asset management, and college planning services inside a 4-Step Process. Whether you are building wealth or have achieved significant wealth, EWS can become an important fiduciary resource as you create your personal wealth solution. We vow to listen intently and know you very well, to help reduce wealth leaks, preserve the assets you have accumulated and reallocate them for your retirement years - so the journey is a pleasant one.
MAXIMIZE Retirement Readiness
Watch the video "How to Maximize Your Retirement Readiness" to learn how to get the most from your savings. With people living longer, health care costs rising, pensions disappearing, living more active lifestyles - retirees need to be more deliberate about making their money last.
Financial Planning Process
Whether you are building wealth or have already accumulated substantial wealth, it is our privilege to help you create your personal wealth, retirement, and college solution. Consider an independent, fiduciary level of service to protect your financial future and loved ones.
College Funding Service
Everett College Funding services are aligned to help families pay for college without derailing retirement or amassing unmanageable debt. We help you to pay the right price for college, not the sticker price. We help your student look beyond college and majors to a career selection in which they are fit to flourish.