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Everett Wealth Solutions
Everett Wealth Solutions was established by Riley Everett, who also leads as CEO.
Everett Wealth Solutions
Everett Wealth Solutions was established by Riley Everett, who also leads as CEO. The firm regulates its advisory operations under the SEC as a registered investment advisor, a structure that legally binds it to a fiduciary standard. Its client base includes high-net-worth families seeking both growth and preservation through non-correlated asset classes. The firm deploys capital across alternative fixed-income instruments and private credit. Its investment strategy emphasizes structured settlement funding, life insurance settlements, and direct private debt origination. These assets sit outside traditional public-market cycles, with returns driven by actuarial and legal cash flow analysis rather than market beta. The firm also advises on broader wealth management, incorporating tax-efficient strategies and estate planning. Operating from headquarters in the United States, the firm maintains a lean team of in-house advisors and partners with external legal and actuarial specialists. Riley Everett remains the central investment decision-maker. In recent public communications, the firm has highlighted growing allocations to litigation finance and medical receivables factoring. A structural differentiator is the firm's capacity to source and underwrite insurance-linked assets internally while functioning as an RIA, a model that bypasses traditional fund-manager fee layering. Most competitors approach life settlements through closed-end funds; Everett directly originates and pools individual policies for specific families, giving clients greater transparency into the actuarial assumptions and legal structures backing each asset. This direct-origination model also allows the firm to tailor duration profiles to a family's liquidity forecast rather than enforcing a blind-pool lock-up.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Principals
Riley Everett
CEO & Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Everett Wealth Solutions?
Riley Everett, the founder and CEO, leads investment decisions. The firm operates as a lean advisory practice, and public records indicate Everett is the central authority for portfolio construction and asset origination. External actuarial and legal specialists support due diligence on individual structured settlement and life insurance transactions.
How does Everett Wealth Solutions source its private debt and settlement deals?
The firm originates many of its insurance-linked assets directly, sourcing life settlements and structured settlement payment streams through a network of brokers, legal professionals, and direct-to-seller channels. This direct-origination approach avoids the intermediary fund structures common in the life-settlement industry, allowing the firm to control underwriting and pricing. For private debt, the firm underwrites loans to middle-market companies and real estate operators, often through relationships built over multi-year client engagements.
Is Everett Wealth Solutions a single-family office or a multi-family office?
It operates as a multi-family office structured under a registered investment advisor (RIA) framework. The firm serves multiple high-net-worth families rather than a single founding fortune. This RIA structure distinguishes it from private family offices that operate without SEC registration, imposing a fiduciary standard on all advisory activities.
Does Everett Wealth Solutions participate in fund commitments or only direct deals?
The firm primarily executes direct investments, particularly in structured settlements, life settlements, and directly originated private loans. Public communications do not indicate a fund-of-funds allocation model. By placing assets directly, families avoid the double layer of management and performance fees typical in alternative fund commitments.
What role do life settlements play in the firm's strategy?
Life settlements — the purchase of existing life insurance policies from original owners — form a core allocation. Everett Wealth Solutions underwrites individual policies, evaluating insured life expectancies and policy cash flows to generate returns uncorrelated to public equity and fixed-income markets. The firm pools these policies for families seeking yield with a defined actuarial timeline, and handles ongoing premium obligations through dedicated client accounts.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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