Chris Everett Founder Story
Hi, thanks for wanting to know more.
Whether you have achieved significant wealth, or are building 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 you reduce wealth leaks, preserve the assets you have accumulated and reallocate them for your retirement years - so the journey is a pleasant one.
There are many financial service models out there but the one I was most comfortable with is the fiduciary model. A fiduciary model allows me to live in integrity and create a culture of honor in our practice that puts our clients first. That's how I was raised and it's been a great foundation to stand on. It's also the reason we help every client create a personal wealth solution.
It has to be personal because we all come from such varied background and resource levels. And personal too because you have to own it and really understand it. . . whether it's your estate plan, retirement plan, implementing and an investment strategy or even paying for college.
I'm proud of what we've built at Everett Wealth Solutions. My clients, family and friends must be too because we get many referrals. Helping individuals and families plan for a sound financial future is my passion, and I'm honored to be able to get the message out and do what I love.
It would be a privilege to have a conversation with you and discuss the impact of helping you create a personal wealth solution!
President, Everett Wealth Solutions, Inc.