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Ever Green Wealth Management
Founded in 2018 and based in Victor, New York, Ever Green Wealth Management is a federally registered investment adviser providing financial planning and...
Ever Green Wealth Management
Founded in 2018 and based in Victor, New York, Ever Green Wealth Management is a federally registered investment adviser providing financial planning and discretionary portfolio management. The firm principally serves individuals, high-net-worth individuals, trusts, and estates from a single office west of Rochester. Its founding generation of principals established the practice to offer integrated wealth advisory outside the traditional private-banking channel, a posture that defines its independence today. The firm's investment strategy focuses on constructing diversified, multi-asset-class portfolios tailored to individual client balance sheets rather than commingled vehicles. Asset-class exposure typically spans domestic equities, fixed income, and cash management, with tactical allocations reviewed against each client's liquidity needs and tax profile. Ever Green does not operate proprietary funds, and its Form ADV confirms it relies on third-party custodians for client assets — a structure that separates advisory from custody and limits conflicts of interest. No direct positions in operating companies or disclosed co-investments have been reported. Total regulatory assets under management and total client counts remain undisclosed in publicly available filings. The firm's office in Victor positions it in the Rochester–Finger Lakes economic corridor, though its geographic client footprint may extend across New York State. No adjacent vehicles, philanthropic foundations, or affiliated entities are disclosed in the firm's regulatory records. As of its latest public filing, the firm maintains a compact organizational footprint without branch offices or publicly named investment committee members beyond its listed principals. Ever Green's structural differentiator is its posture as a privately held, principal-led advisory with no outside private-equity ownership, no proprietary investment products, and no lending arm — a model that places the firm's incentives closer to fee-only fiduciary advice than to product distribution.
General information
Firm type
Single Family Office
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boston
Corporate office
Victor, NY, United States
Frequently asked questions
Who runs investment decisions at Ever Green Wealth Management?
The firm's SEC registration lists its individual principals as the primary decision-makers. Their names are public record on Form ADV, though the firm does not separately profile an investment committee or chief investment officer on its website. This structure is common for independent RIAs where founding principals exercise direct control over asset allocation.
Does Ever Green operate proprietary investment funds?
No. Ever Green does not sponsor or manage any pooled investment vehicles, including hedge funds or private-equity funds. The firm's Form ADV confirms that client assets are managed in separately managed accounts held at qualified third-party custodians, reinforcing a separation between advisory services and custody.
What is Ever Green's known posture on alternative investments?
The firm's public disclosures do not indicate direct exposure to private equity, venture capital, or hedge fund allocations. Its investment strategy is weighted toward publicly traded securities, fixed income, and cash instruments, reflecting a core focus on liquidity and capital preservation for its individual and trust client base.
Does Ever Green participate in fund commitments or only direct securities management?
Ever Green manages client portfolios through direct securities selection in equity and fixed-income markets, rather than acting as a fund allocator. There is no public record of the firm committing client capital to external private funds or serving as a limited partner in institutional vehicles.
How is Ever Green Wealth Management compensated?
The firm operates on a fee-only basis, charging advisory fees based on a percentage of assets under management. Its Form ADV indicates that it does not earn commissions, trailing fees, or revenue-sharing payments from fund managers or custodians, which aligns the firm's compensation with client portfolio growth rather than transaction volume.
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