Evergreen Wealth Launches in Miami and Plano, Targeting Affluent Clients
Evergreen Wealth, a new registered investment advisory firm led by Bill Harris, former CEO of PayPal and Intuit, has launched in Miami with an additional office in Plano. The company is currently hiring sales personnel as it scales and aims to employ 20 to 40 people in the Dallas-Ft Worth area within the next two to three years.
Evergreen Wealth caters to affluent and high-net-worth clients, offering tax-aware investment management and AI-powered financial advice. The company operates in a market holding over $144.6 trillion in assets, with a projected $124 trillion transfer between generations by 2048. Clients benefit from a dedicated advisor, Evergreen Intelligence for risk management, dynamic portfolios tailored to their goals, 24/7 access, and robust privacy and security features.
Evergreen Wealth's dynamic portfolios are hyper-personalized and tax-optimized across clients' entire portfolios. The company seeks to maximize clients' net returns after paying taxes, employing strategies such as direct indexing. It is led by Andrew Leneve, with headquarters in Miami and an additional office in Plano.
Evergreen Wealth's launch in the Miami and Plano markets signals a commitment to providing comprehensive, tax-aware investment management and AI-driven financial advice to affluent clients. With a focus on maximizing net returns and a robust suite of client services, the company is poised to make a significant impact in the wealth management sector.
