A complete list of active advisors currently associated with Evertern Wealth, LLC
Warmer can help you find a great advisor at Evertern Wealth, LLC or one who fits your needs even better.
Evertern Wealth, LLC provides discretionary investment management, financial planning, and family wealth advisory services for individuals and families with complex financial needs. Its client base, as described in the brochure, typically includes high‑net‑worth individuals and families, business owners, senior executives, entrepreneurs, multi‑generational family entities, trusts, estates, charitable organizations, and retirement plans. The firm presents a fiduciary, integrated approach that combines portfolio management with tax‑aware planning, concentrated stock and liquidity event advice, estate coordination, and strategic lending guidance. Evertern implements strategies using direct securities, ETFs and mutual funds, third‑party managers and model portfolios, and for qualified investors may include alternative and private investments and digital assets; it also uses tools such as Pontera to view and manage held‑away accounts. Evertern’s brochure discloses contractual affiliations with Dynasty Financial Partners and Dynasty Wealth Management, including access to a TAMP (SMA/UMA/model) and a network of service providers, an arrangement that the firm notes carries separate program and third‑party manager fees and related conflicts of interest. The firm also documents operational relationships with Goldman Sachs Custody Solutions, receipt of transition assistance in moving business to that custodian, and that some representatives hold broker‑dealer and insurance licenses—relationships the firm says it monitors and discloses.
To learn more about the advisors currently working at Evertern Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Evertern Wealth, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Naples, FL
| 9
| |
Naples, FL
| 28
| |
Sarasota, FL
| 7
| |
Naples, FL
| 28
| |
Naples, FL
| 3
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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