Evermore Private Wealth

At Evermore Private Wealth, we believe that true financial confidence comes from clarity, structure, and a disciplined approach. Our mission is to empower individuals and families to make informed decisions that preserve and grow their wealth — not just for today, but for generations to come.

Our Process

Discovery & Clarity
Every relationship begins with understanding. We take time to learn about your values, goals, family dynamics, and financial concerns. This foundational step ensures that every recommendation we make is deeply aligned with your long-term vision.
Strategic Financial Planning
Using a holistic approach, we build a personalized financial plan that encompasses retirement, tax strategies, estate planning, risk management, and major life goals. Our team integrates both qualitative and quantitative data to craft a roadmap that adapts as your life evolves.
Thoughtful Asset Management
Our investment philosophy is rooted in discipline and evidence-based strategies. We tailor portfolios to your specific risk tolerance, time horizon, and objectives — with a focus on long-term growth, tax efficiency, and capital preservation.
Ongoing Monitoring & Advice
Financial planning is not a one-time event. Through regular reviews and proactive guidance, we ensure your strategy remains aligned with market conditions and life changes. As your trusted team, we are here for you at every milestone.
Transparent Communication
At Evermore Private Wealth, we believe trust is built through transparency. From our fee structure to our investment methodology, you will always know exactly where you stand — and why.

Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.

Traditional Brokerage

A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Holistic 
Wealth Advice

Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.