Our Services

EverImpact Wealth Management, LLC is a fee-based wealth management firm.  Our advisors employ a comprehensive approach to financial planning and determine a customized solution for our clients.  Financial Planning is a process that we review periodically with our clients, and help ensure that their assets align with their financial planning needs and goals.  

Our Services Include:

Investment Management - Our advisors are discretionary investment money managers that invest primarily in individual stocks and bonds, exchange-traded funds (ETFs), and mutual funds.  Our investment philosophy is built upon a client-specific investment strategy using several factors: risk-tolerance, return objectives, liquidity needs, income needs, time horizon, estate and tax circumstances, and gifting desires.

Financial & Retirement Planning - With the client along side, our advisors develop a highly customized and comprehensive financial plan.  Our financial planning process will help determine the clients risk capacity and integrate their investments to fit their long-term planning goals. 

Estate Planning - We believe estate planning is imperative for all individuals.  Many believe estate and legacy planning happens at death, however many planning techniques may be used during one's lifetime.  Our advisors take the lead in your estate design, recommending appropriate documents/tools that may be needed, then assist in implementing your estate plan.

Charitable Planning - Many individuals do charitable giving, but do not necessarily do charitable planning.  Our advisors come alongside our clients to determine their charitable desires, and then integrate their charitable planning with their investments.