Everett Wealth Solutions, Inc. (EWS) offers fee only fiduciary financial planning and asset management inside a 4-Step Process. Together, we help you create your personal wealth solution.

Do Your Investment Returns and Volatility Match Your Financial Needs?

Do you know that losses hurt you much more than gains help you? Have you already accumulated the level of assets that many are trying to get to? If so, you may be taking more risk than you need to. EWS can help you see the truth.

You either invest your money to increase its value or generate income, and sometimes a mixture of both. Although your investment goals may be achievable over the long-term, short-term volatility can have a profoundly negative effect on your financial position and peace of mind . . . especially in retirement.

Investments and investment managers that rarely change investment allocation and produce returns that fluctuate broadly in line with stock markets may no longer sit well with you as an investor.

Investor Choice and Risk Potential

We utilize a range of actively managed investment portfolios offering you a choice of investment returns in a simple to understand, openly communicated, cost-efficient account structure. This provides you with the choice to select suitable investment options while providing flexibility when your needs or market characteristics change. You choose the portfolio option that best matches your investment goals.

Because one size rarely fits all.

Providing Personalized Investment Solutions

Portfolio strategies are available with a range of investment options that you can mix and match according to your specific investment needs and goals.

  • Worried about Inflation?
  • Need More Income?
  • Concerned about Taxation?
  • Need to Diversify a large Stock Holding?

We utilize the investment methods of many large institutions and endowments and make them available to retail investors through our select group of money managers.

What Is a Custodian?

A custodian is a financial institution that has certain regulatory responsibilities for assets in a customer’s brokerage account. EWS as a registered investment advisor, is required to have a custodian. Investments that you entrust to our firm are placed in custody with Interactive Brokers – one of the largest clearing providers in the industry. A clearing firm is an organization that, among other things, handles the execution, clearance, and settlements of transactions. When you’re selecting your financial advisor, considering who your advisor uses to custody your investments can be critical.

EWS also provides an alternative to the large clearing house money manager experience through Betterment Institutional – an online automated platform where clients use one login to access and manage multiple portfolios with Betterment’s intuitive dashboard.

With Interactive Brokers and Betterment, EWS is able to offer the flexibility to invest in variety of ways.

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Everett Wealth Solutions, Inc. [EWS] is a registered investment advisor. EWS provides fee-only fiduciary financial planning and asset management services.