Wealth Planning

Individuals and Families

These clients want to protect what they have today, and grow it for tomorrow. They have future generations and a legacy in mind. They seek comfort in knowing they have taken the right steps to secure the future.

Wealth Planning

Entrepreneurs

They tend to be risk takers. We understand the spirit and drive of a more aggressive investor. We provide balance and perspective. For this group, our financial savvy and long-range vision have great value.

Wealth Planning

Corporate Executives and Professionals

Ownership in a firm adds complexity to one’s financial life. New partners must now manage cash to meet quarterly tax payments in anticipation of annual distributions. Executives with stock options must balance diversification with their firm’s ownership requirements. Evermay makes sure these clients make the most of their opportunities.

Wealth Planning

Women

Often wealth management tends to focus on men. At Evermay, we understand that women can face unique challenges. Our advisors are attuned to the female perspective and provide wealth management that focuses on their particular financial planning concerns.

Wealth Planning

Life Events

The death of a spouse or family member can change everything—and quickly. Wealth management in these situations must be handled respectfully and dispassionately. Similarly, a divorce can be a disruptive life event. Our advisors provide reassurance and calm when navigating through these painful and unsettling times.

Wealth Planning

Multiple Generations

Families with three or four generations of wealth have unique situations. Along with wealth management, these clients often benefit from wealth counseling to handle family dynamics of inheritance.