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Company details
Written by the company
Founded by fintech pioneer Bill Harris, Evergreen Wealth is removing the barriers between banking, investment and expert financial advice. Evergreen Wealth is a Registered Investment Advisor that focuses on two factors: tax-optimizing investment strategies and deeper diversification. Our technology enables fractional ownership of directly held equities, creating opportunities for tax optimization benefits typically inaccessible to index and mutual funds. Our expert advice is delivered by licensed financial advisors to service affluent individuals and families. Our advisors are supported by technology which allows for advanced tax optimization in directly held equities to help deliver lower taxes. Bill Harris previously served as CEO of PayPal and Intuit. He also founded Personal Capital— an investment firm he grew to $23 billion in investable assets.
Contact info
305 Church Street at North Hills, STE 1250, 27609, Raleigh, United States
- 1-888-884-0557
- clientservice@evergreenwealth.com
- evergreenwealth.com
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