About Evertern Wealth
Independent Stewardship for Complex Wealth
Evertern Wealth is a founder-led, independent multi-family office built to serve entrepreneurs and families whose financial lives have grown more complex over time.
We create coordinated, intentional wealth management strategies from the fragmented advisory relationships that come with complex financial lives. With discipline and a long-term perspective, we help guide the decisions that shape your wealth across decades.
OUR ORIGIN
Designed for the moments that matter most
As the complexity of modern wealth has increased, families are often required to manage a growing web of advisors, structures, and decisions. Over time, this fragmentation erodes clarity and confidence, particularly during pivotal moments such as business exits, retirement transitions, and generational change.
Evertern Wealth was founded to restore coherence, serving as a leader and long-term steward for families who require more than episodic advice.
Our Philosophy
We understand the responsibility that comes with managing significant wealth. These are the principles that guide our work.
Client authority first.
You remain the ultimate authority in your financial life. Our role is to bring structure, coordination, and long-term perspective to decisions that shape outcomes for you and your family.
Wealth management should go beyond investments.
Effective wealth management requires an integrated approach. Our framework aligns investment strategy, tax planning, estate design, governance, and lifestyle coordination into one coherent system. These plans are designed to evolve, meeting your needs and goals as they change.
Quality of service over quantity of families served.
We intentionally limit the number of families we serve to preserve discretion, engagement, and alignment over time. Rather than offer shallow service broadly, we earn our place as the trusted partner clients turn to for both everyday decisions and critical moments.
Stewardship through change.
Our firm was intentionally designed to support families through change. We work closely with a select number of clients to ensure senior leadership is ready to support you through any critical moments that arise.
MULTI-FAMILY OFFICE
Founder-led, boutique model for enduring stewardship
Evertern Wealth is intentionally structured to avoid volume-driven advisory models. We limit the number of families we serve so senior leadership remains directly accountable and involved across market cycles, liquidity events, and generational transitions.
Families work with a team designed for continuity of judgment, not transactional engagements.
OUR CUSTODIAN
Independent advice with institutional safeguards
Client assets are custodied with Goldman Sachs Custody Solutions, providing security at institutional standards, reporting, and operational infrastructure. Evertern Wealth remains fully independent in the advice and strategies we design.
This intentional separation between custody and counsel provides institutional safeguards while preserving objectivity and alignment, and discretion in every recommendation.
Partnerships for pivotal moments
Families seek us when clarity and strong leadership matter most. As wealth evolves, pivotal decisions arise, and how they’re handled shapes the future your family can enjoy for generations to come.
BUSINESS EXITS & LIQUIDITY EVENTS
We guide entrepreneurs through the arc of transition, from pre-sale planning and liquidity strategy to post-transaction portfolio design, tax coordination, and long-term stewardship.
CONCENTRATED LOW-BASIS STOCK POSITION
We design integrated strategies that balance diversification, tax efficiency, liquidity needs, and long-term risk within the broader context of family and generational goals.
POST-LIQUIDITY RETIREMENT TRANSITIONS
We provide centralized oversight to consolidate fragmented accounts, legacy advisors, and planning strategies into a clear framework for retirement income and long-term stewardship.
LIFE TRANSITIONS & UNINTENTIONAL WIDOW SUPPORT
In moments of personal loss, we offer our discretion, compassion, and leadership as we oversee cash-flow and bill pay, coordination with estate counsel and CPAs, and estate administration guidance.
* The Forbes Best-in-State Wealth Management Teams list, developed by SHOOK Research, covers the period from January 1 to December 31 of each year, and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this recognition. Jason was on this list from 2023 – 2026. For more information regarding the methodology of these rankings, please visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
*The Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research, covers the period from January 1 to December 31 of each year, and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this recognition. Jason was on this list from 2018 – 2026. For more information regarding the methodology of these rankings, please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/
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