Careers | Evergreen Wealth Solutions

Our 5 Core Values

Evergreen Wealth Solutions is a client-centric wealth management firm. We’re real people serving real individuals, families, and institutions. We believe that acting as a fiduciary always comes first. Our five core values govern everything we do.

Compassionate Care

Appreciation for Positivity

Confident Humility

Client-Centric Focus

Commitment to Excellence

Find your future here. You

Discover a fulfilling career that is the right fit for you. Explore Evergreen Wealth Solutions’ current job openings.

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Why Choose Us

Competitive salary

We’re only as strong as our people. We offer competitive salaries to help you live life to the fullest.

Robust Benefits

We’ll help you live well. Our health plans are developed with your needs in mind. We take care of you with great health benefits and a 401K match.

Work-Life Balance

We provide the perfect work-life balance so that you can enjoy every aspect of your life.

I am inspired and challenged getting to work with a team of experienced professionals to come up with the best solutions for a given problem while demonstrating genuine concern for the clients' wellbeing. I am also passionate about the opportunity to connect Individuals, Entrepreneurs, and Not For Profit organizations with their values through socially responsible investing (SRI). I believe that investing is ownership and we should all be mindful of the impact our investments have on the various stakeholders they interact with.

- Kate Visco

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