Please have a date and time in mind and email info@evermont.com or call us at 909-296-7977.

Here is the 5 step approach we will take to develop your plan:

1. Establish your goals and gather your data

2. Analyze and evaluate your financial status

3. Develop your plan and evaluate your alternatives

4. Implement the plan

5. Monitor your plan and make changes as needed

We are a fee-based investment advisory firm. Our compensation is derived from financial planning fees and investment management fees.

The Investment management fees are calculated as an annual percentage of the assets we manage on your behalf. The fees, paid quarterly, are set at an annualized rate.

Financial planning fees are calculated based on complexity of your plan.

No, it is illegal for an investment advisory firm to guarantee returns. That said, we devote a substantial amount of time to researching the best investment strategies that will help you meet your goals.

Evermont Wealth never has physical possession or access to withdraw your money.

Client assets are held at Charles Schwab in an account registered in your name and social security number, or a tax identification number for trust accounts.

We never take physical custody or possession of client assets.

Please follow the link to the website for the SEC. http://www.adviserinfo.sec.gov/IAPD/Firm/168581

Our clients come from all ages and backgrounds, though the majority of our clients are in the final years of the “accumulation” stage of their life and are transitioning into the “protection” stage. They are usually 45-70 years old and are starting to think hard about retirement goals. Many of our clients are working professionals, business executives and small business owners. In total, our clients are successful people who recognize the benefit of having professional financial guidance.

Please email info@evermont.com or call us at 909-296-7977.