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¹Higher After-Tax Performance. This approach involves purchasing individual stocks in a portfolio that generally reflect the holdings of broad-based ETFs or mutual funds composed of publicly traded, highly liquid securities. Tax strategies such as tax-loss harvesting are then used to potentially improve after-tax outcomes; this benefit is referred to as "tax alpha." To allow for a consistent comparison, advisory fees are excluded. While this strategy is designed to track similar pre-tax returns, actual outcomes may differ due to market factors, trading costs, or customization.

²This compares the hypothetical after-tax return from (1) an all-stock ETF or mutual fund versus (2) a tax-managed portfolio of individual stocks that are similar to the stocks in that fund. Tax loss harvesting (TLH) techniques are applied to the portfolio, which have been shown to reduce the taxes on a stock portfolio thus producing a higher after-tax return from a similar pre-tax return. The fund’s return is calculated after its expense ratio and the portfolio’s return assumes no trading commissions or advisory fees. See more here."

Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC. Deposits are FDIC-insured up to $250,000 per depositor through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. FDIC insurance only covers the failure of an FDIC-insured bank. The Evergreen Visa® Debit Card is issued by Coastal Community Bank, pursuant to licensing by Visa U.S.A. Inc.

INVESTMENTS IN SECURITIES ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL.

The Evergreen Checking Account earns a variable 4.00% Annual Percentage Yield (APY) as of 01/01/2025 and may change at any time. The Evergreen Savings Account earns a variable 5.00% APY as of 01/01/2025 and may change at any time. You must open both accounts together and there is a $25,000 minimum opening deposit required.

Evergreen Wealth Advisors, a wholly-owned subsidiary of Evergreen Wealth Corporation, is a registered investment adviser with the SEC and is solely responsible for providing investment advisory services to its clients. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here.

All Brokerage and Clearing services are provided by, and securities are offered through, Apex Clearing Corporation, Drivewealth LLC, and Interactive Brokers LLC. All brokerage firms are Registered SEC, FINRA broker dealers and members of SIPC. View each firm’s background on FINRA’s BrokerCheck.

Investment Advisory Services offered through Evergreen Wealth Advisors.

All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The information provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.

Evergreen Wealth Corporation and Evergreen Wealth Advisors do not provide tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions.

5540 Centerview Dr Ste 204, PMB 48153. Raleigh, North Carolina 27606-8212 US

¹The Evergreen Checking Account earns a variable 4.00% Annual Percentage Yield (APY) as of 01/01/2025 and may change at any time. The Evergreen Savings Account earns a variable 5.00% APY as of 01/01/2025 and may change at any time. You must open both accounts together and there is a $25,000 minimum opening deposit required.

²Interest rates for Chase, Bank of America, Wells Fargo, Marcus, and Ally Bank from bank websites as of 03/25/2025

Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services, including the Evergreen High-Yield Checking and Savings Accounts, are provided by Coastal Community Bank, Member FDIC. Deposits are FDIC-insured up to $250,000 per depositor through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. FDIC insurance only covers the failure of an FDIC-insured bank. The Evergreen Visa^® Debit Card is issued by Coastal Community Bank, pursuant to licensing by Visa U.S.A. Inc.  

INVESTMENTS IN SECURITIES ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL.

Evergreen Wealth Advisors, a wholly-owned subsidiary of Evergreen Wealth Corporation, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here.  

Brokerage Services offered by DriveWealth, LLC, a registered broker dealer, member of FINRA and SIPC. View the firm’s background on FINRA’s BrokerCheck.  

All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The information provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.   

Evergreen Wealth Corporation, Evergreen Wealth Advisors, and Coastal Community Bank do not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions.

5540 Centerview Dr Ste 204, PMB 48153. Raleigh, North Carolina 27606-8212 US

¹The Evergreen Checking Account earns a variable 4.00% Annual Percentage Yield (APY) as of 01/01/2025 and may change at any time. The Evergreen Savings Account earns a variable 5.00% APY as of 01/01/2025 and may change at any time. You must open both accounts together and there is a $25,000 minimum opening deposit required.

²Interest rates for Chase, Bank of America, Wells Fargo, Marcus, and Ally Bank from bank websites as of 03/25/2025

Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services, including the Evergreen High-Yield Checking and Savings Accounts, are provided by Coastal Community Bank, Member FDIC. Deposits are FDIC-insured up to $250,000 per depositor through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. FDIC insurance only covers the failure of an FDIC-insured bank. The Evergreen Visa® Debit Card is issued by Coastal Community Bank, pursuant to licensing by Visa U.S.A. Inc.

INVESTMENTS IN SECURITIES ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL.

Evergreen Wealth Advisors, a wholly-owned subsidiary of Evergreen Wealth Corporation, is a registered investment adviser with the SEC and is solely responsible for providing investment advisory services to its clients. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here.  

All Brokerage and Clearing services are provided by, and securities are offered through, Apex Clearing Corporation, Registered SEC, FINRA broker dealer and member SIPC. View the firm’s background on FINRA’s BrokerCheck.

Investment Advisory Services offered through Evergreen Wealth Advisors.

All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The information provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.   

Evergreen Wealth Corporation and Evergreen Wealth Advisors do not provide tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions.

5540 Centerview Dr Ste 204, PMB 48153. Raleigh, North Carolina 27606-8212 US

¹The Evergreen Checking Account earns a variable 4.00% Annual Percentage Yield (APY) as of 01/01/2025 and may change at any time. The Evergreen Savings Account earns a variable 5.00% APY as of 01/01/2025 and may change at any time. You must open both accounts together and there is a $25,000 minimum opening deposit required.

²Interest rates for Chase, Bank of America, Wells Fargo, Marcus, and Ally Bank from bank websites as of 03/25/2025

Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services, including the Evergreen High-Yield Checking and Savings Accounts, are provided by Coastal Community Bank, Member FDIC. Deposits are FDIC-insured up to $250,000 per depositor through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. FDIC insurance only covers the failure of an FDIC-insured bank. The Evergreen Visa® Debit Card is issued by Coastal Community Bank, pursuant to licensing by Visa U.S.A. Inc.

INVESTMENTS IN SECURITIES ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL.

Evergreen Wealth Advisors, a wholly-owned subsidiary of Evergreen Wealth Corporation, is a registered investment adviser with the SEC and is solely responsible for providing investment advisory services to its clients. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here.

All Brokerage and Clearing services are provided by, and securities are offered through, Apex Clearing Corporation, Registered SEC, FINRA broker dealer and member SIPC. View the firm’s background on FINRA’s BrokerCheck.

Investment Advisory Services offered through Evergreen Wealth Advisors.

All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The information provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.

5540 Centerview Dr Ste 204, PMB 48153. Raleigh, North Carolina 27606-8212 US