# Everett Wealth Solutions

Everett Wealth Solutions is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** everettwealthsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/chris-everett-a534174

## Regulatory record

- **CRD number:** 151725
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151725

## About

Everett Wealth Solutions, Inc. is a state-registered investment adviser in Forest Park, IL. The firm manages approximately $39 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services

## People

- Riley Everett — CEO & Founder

## 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.

### 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.

## Related profiles

- [Park Wealth Management](https://altss.com/profile/park-wealth-management)
- [Alpha Strategies Investment Consulting](https://altss.com/profile/alpha-strategies-investment-consulting)

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Last updated: 2026-07-06T01:24:16.122Z

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