Our Mission & Values

Our mission at Everett Wealth Management is to provide advice for major life decisions including, retirement transitions, building wealth, educating children, starting or divesting a business, estate planning, portfolio management and risk aversion. We desire to help you understand complicated issues and give you options so you can make an educated decision. We understand the sacrifices that are made to amass wealth. We want to be a trusted source for you and your loved ones.

Our Core Values

• Caring for our clients and their needs
• Providing clarity regarding rules, strategy and long-term focus
• Operating with integrity and professionalism
• Provide independent research that includes multiple options to the client
• Holding ourselves accountable by practicing the investment and planning advice we provide
• Willingness to go beyond traditional scope
• Willing to serve others through our time, and talent to improve their quality of life
• Providing a strong work ethic to help solve financial problems and achieve financial goals
• Providing open communication to our clients