Frequently Asked Questions
Why choose you? What value do you bring to your clients and their money?
At Evertrust Wealth Solutions, we help our clients make, grow, save, and protect money while empowering them with the knowledge to build and transfer authentic wealth—foundational, intellectual, and financial wealth that lasts for generations.
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We focus on strategies that maximize returns, minimize taxes, and safeguard assets for long-term security. But more importantly, we believe wealth is not just about money—it’s about the values, habits, and vision you pass on.
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When you work with us, you’re not just securing your financial future but creating a legacy that empowers your family for years to come. That’s the Evertrust Wealth Solutions.
Are you a Fiduciary, and how do you prioritize my best interests?
Yes, by law, we are considered fiduciaries. By both the law and our core values, we are always committed to acting in your best interests. Being in a position of financial trust, we carefully recommend strategies and solutions that align with your unique goals and financial needs. Our dedication to transparency and integrity ensures that your priorities always come first.
What are the fees or costs associated with your services?
We don’t charge any fees. Our compensation comes from the financial institutions we work with when you choose their products, so there are no direct costs to you. We are product and strategy agnostic, meaning we focus solely on finding the right solution tailored to your financial goals without bias toward any specific product or provider.
Do you recommend commissioned products, and how does that impact your advice?
Yes, we work with commissioned products, but we select only A+ rated financial institutions to ensure your money is with the most reputable providers. Our recommendations are always tailored to your goals and best interests.
Who holds my money or manages my investments?
A+ rated financial institutions that we partner with securely hold your money. These trusted providers are known for their reliability, stability, and excellence in the financial industry.
Can I work with you part-time or full-time in a professional career?
Absolutely! We provide opportunities for entrepreneurial individuals to build a rewarding part-time or full-time career with full training, support, and access to industry-leading tools and resources.
Is there any obligation to purchase anything or pay fees after the free consultation?
No, there is absolutely no obligation to purchase anything or pay any fees after your free consultation. Our goal is to provide you with valuable insights and help you make informed decisions about your financial future. Whether you choose to move forward with our recommendations is entirely up to you.