Customer Relationship Summary

Evergreen Consulting and Financial Management
Evergreen Consulting and Financial Management
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Family Office and Concierge

Our Clients are more than just a business success or financial success. 

They are husbands, wives, parents, business partners, philanthropists, and leaders. 


They did not get to this point on their own, it took a team. Going forward it will take a different team to help distill their visions, develop strategies, filter out all the distractions to support them in this new phase of life. Our clients lead busy and complex lives with a lot of moving pieces. They travel, have family obligations, sit on boards and sometimes even get to enjoy a moment of relaxation. Their time to enjoy what brings them purpose and fulfillment must be fiercely protected. 


Our role is vital in that protection process, allowing them to make quick and calculated decisions that align with their vision. We know that by taking on the burden of some of the oversight and decision making we free up time like nobody else can.   

Who We Help

Most of our clients have created their own wealth through years of long hours, some failure, and fortunately more success. Some own or have sold businesses, others have acquired multiple forms of assets throughout their lifetimes, while some are the quintessential entrepreneur with a trail of endeavors leading them to the place they are now. When they arrive in our office, they no longer wish to navigate the aspects of wealth management, tax planning, generational estate planning, and legal details on their own. The conversations around these topics have often become more complex as their net worth has grown and it is too demanding of their time and attention to make sense out of all of it. Most of our clients have professionals in place, but no longer want to be the middle man and communicator between them to ensure they are all working together effectively. 

Our Philosophy

Your family's assets need to be governed so you can focus on enjoying your life; knowing a team of experts is continuously working to oversee your estate. Our responsibility is to ensure all actions align with the family's goals; advocating for you amongst your team of professionals. 

Our Process

We use a multidisciplinary approach, combining both expertise from members of our team and strategic professional relationships. Our primary goal is to protect your time. Quarterly board meetings will serve as your single touchpoint avoiding the back and forth between all related professionals. 

Pulling Together all the Right Specialists for You:

Internal

Evergreen is designed in a collaborative manner, putting a full team behind your needs. This approach allows for us to tackle multiple projects simulataneously, moving you towards your goals faster.

External

We have elected to keep related professionals outside of our team, allowing for us to pull in the specialist that best suits your needs rather than relying on a single in house option. Our professional relationships stand beside us, ready to be of assistance when necessary. We do the vetting for you, keeping the best support in the wing. 

"The bigger the dream, the more important the team."

Robin Sharma

Concierge Services

In alignment with our goal to protect your time, our services aim to take routine or planning/research-intensive tasks off your plate and on to ours. Weather you need to buy a car, plan a trip, find a watch, or simply keep your passport up to date - we have a plan to help. We always recommend running your need by us before trying to sort it out on your own.  

Copyright © 2023 Evergreen Consulting and Financial Management - All Rights Reserved.

 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC Supervisory Office 

Evergreen Consulting and Financial Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

7014 E Camelback Rd, Suite 1452, Scottsdale AZ, 85251

(602) 640-0022



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