Sarasota, FL Office

Evertern Wealth primarily advises high‑net‑worth individuals and families, business owners, senior executives, entrepreneurs, trusts, foundations and retirement plans. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, family wealth advisory and strategic liquidity and lending guidance.

The firm’s approach emphasizes integrating long‑term portfolio management with tax‑aware planning, concentrated stock management and intergenerational estate coordination, often for clients facing liquidity events or complex financial transitions. Evertern implements strategies using direct securities, ETFs and mutual funds, third‑party managers and model portfolios, and may include alternative and private investments for qualified clients while employing platforms such as Pontera to view or manage held‑away accounts.

Notably, Evertern maintains an operational and investment relationship with Dynasty Financial Partners and may utilize Dynasty Wealth Management’s TAMP and third‑party manager programs, with Program Fees charged separately from the firm’s advisory fee. The brochure also discloses transition assistance from custodians and platform arrangements (including Schwab, Goldman Sachs Custody Solutions and Pontera), which the firm says it reviews and discloses due to potential conflicts, and the firm operates with a relatively small, high‑asset client roster focused on complex, multi‑generational engagements.