Why Choose Us

Evergreen Wealth Services is uniquely positioned to guide people facing challenging life transitions, because Michael possesses both professional and personal experience in handling these situations.  He has assisted clients facing a variety of overwhelming life changes, such as the loss of a spouse.  Personally, he stepped in to manage the finances for an incapacitated family member. 

Retirement Planning

Estate & Legacy Planning

Education Planning

Investment Management

Charitable Giving

Employee Benefits

Tax Strategies

Insurance Review

Real Estate