This strong work ethic and ambition are the foundation of a stronger family and a lasting legacy.

He spent decades as a successful pioneer in the medical industry. Turns out he was an equally successful investor. Later in retirement, Alzheimer’s set in. It was then that his wife became fully aware of his accomplishments as an investor—having accumulated significant wealth. She entrusted Evermay to handle all the investments. But it was clear that this client would gain most from a comprehensive approach to wealth management.

The first job was transporting and sorting through carload after carload of handwritten financial records. A little (actually a lot of) manual labor wasn’t going to stop us. Then followed a cutting-edge estate plan with the goal of passing the wealth down for generations to come. Evermay recommended giving a lump-sum distribution into a trust for their adult son, a decision that was met with more than a little apprehension.

Evermay helped her find the peace of mind she was looking for. We counseled her son not only on financial matters, but also on the importance of continuing and passing down the examples set by his father. This strong work ethic and ambition are the foundation of a stronger family and a lasting legacy.

To this day, the son regularly seeks Evermay’s knowledge and experience as wealth counselors.