Comprehensive Wealth Management

Peace of Mind through Organization, Financial Planning, and Investment Management

 

PEACE OF MIND.

EverSource advisors help families gain peace of mind through organization, risk mitigation, comprehensive financial planning, and life impact stewardship.

By developing a plan that aligns your investment strategy with your unique situation and values, we quantify the assets needed to meet lifestyle goals, to provide margin of error in case something goes wrong, and to contribute generously and make a lasting impact.

We help clients avoid inferior pricing, inadequate planning, and undisciplined investing by providing investment designs that make sense for their needs and are aligned with their values. 

 
 

EverSource advisors provide:

  • A well organized financial house

  • Fee-based financial planning aligned with your goals and values

  • A fiduciary obligation to act in your best interest

  • Transparency about fees & investment performance

 

What We Offer

 
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ORGANIZATION

  • Client Discovery Process

  • Documents Organization

  • Household Account Aggregation

  • Digital Vault

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FINANCIAL PLANNING

  • Risk Identification and Mitigation

  • Balance Sheet Optimization

  • Retirement Planning

  • Integrated Tax Planning

  • Business Valuation, Succession, and Exit Planning

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INVESTMENT ADVISORY

  • Research

  • Investment Policy Design

  • Portfolio Analysis and Tax-Managed Strategy Transition

  • Monitoring, Rebalancing, and Reporting

LIFE PLANNING

  • Alignment of Values, Purpose, and Calling

  • Margin for Life, Potential, Capacity, and Utilization

  • Balance in Life

  • Intentional impact

  • Smile at the Future

  • Leave a Legacy

 

EverSource Wealth Advisors help individuals and families achieve peace of mind and align their values with their money.

 
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Fee-Based

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Fiduciary

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Team of Professionals

Financial Planning and Investment Advisory

Obligation to the Client’s Best Interests

AEP®, CFA, CFP®, CKA®, CPA, CTFA and CVA

How It Works

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1 | Get Organized.

Your EverSource advisor will guide you through a future-shaping discovery process. We’ll listen as you share about what’s most important to you, and we’ll help you identify opportunities to align your investments with your values.

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2 | Set Goals.

Through our Life Impact Stewardship Journey we help you translate your vision to actionable goals. Together, we’ll consider your priorities, your family needs, and the many possibilities for shaping your financial success and your life impact.

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3 | Develop A Plan.

Matching your goals with our wide variety of investment options, we’ll help you line up all the pieces for a successful plan of action. EverSource carefully selects asset management strategies to help you reach your investment potential.

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4 | Develop an Investment Policy.

We provide every client an investment plan that clearly defines and sets expectations for how an investor’s portfolio is to be prudently managed based on cash flow, risk tolerance, time horizon and factors unique to each relationship.

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5 | Execute the Plan.

EverSource advisors are part of a Total Support System(TM) that drives attention to every aspect of your plan. That system includes a team of specialists and customized technology tools that work together so no part of your plan falls through the cracks.

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6 | Ongoing Service.

EverSource was created so that advisors can focus on what matters most—a high level of personalized service. Your advisor gives consistent, dedicated attention to your plan and acts with your best interest in mind. You’ll smile at the future.