Founding Membership: An Invitation to Shape the Future of Your Wealth
Evergreen Wealth’s Founding Members are more than early clients. They are leaders. Founding members can join a community built for families with over a million dollars in investment assets, who share the determination to protect what they’ve built and grow what comes next. This is your opportunity to be part of something rare, refined, and enduring.
Why Founding Membership Matters
This isn’t just membership; it’s belonging.
Founding Members are Evergreen Wealth’s inaugural class: accomplished households at the height of their careers, navigating complex portfolios, concentrated stock, and high taxes, many in states like California, New York, and New Jersey. By joining now, you secure a place in a select circle of peers experiencing how Evergreen Wealth manages modern wealth..
Privileges of Founding Membership
Founding Members receive everything included with Evergreen Wealth membership, plus experiences and recognition reserved for this inaugural cohort:
The Founders’ Napa Valley Financial Wellness Weekend
After tax season, step into an extraordinary retreat in Napa Valley. This weekend blends elegance with insight, creating memories and connections that extend far beyond the vineyard. Evergreen Wealth covers the cost of your lodging and the planned experiences, so you can simply arrive and enjoy.*
Highlights include:
Well-timed renewal
A natural moment to reflect, reset, and celebrate progress after the pressure of tax season lifts for many.
Curated experiences
Private vineyard tours, tastings, and chef‑crafted meals in some of Napa’s most renowned settings.
Engaging conversations
Intimate small‑group discussions and larger dynamic gatherings with Evergreen Wealth leadership and guest speakers on wealth, legacy, and the future ahead.
Peer connections
Opportunities to build relationships with other accomplished members navigating similar challenges and ambitions.
Space to recharge
Time set aside for wellness activities and restorative outdoor experiences to balance insight with relaxation.
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Recognition
Founding Members are acknowledged as Evergreen Wealth's visionary cohort, highlighting your role in shaping our community.
Priority Event Invitations
Be among the first to be notified about member-only events, seminars, and gatherings so you can plan ahead and secure your place at experiences designed for our community.
Advisory Council
You are invited to join the Founding Members Advisory Council to share feedback and enjoy early insight into new initiatives.
Core Membership Experience
Each Evergreen Wealth client receives comprehensive fiduciary guidance, Dynamic Portfolios™, advanced tax strategies, and secure access through the Evergreen App. Founding Members are recognized for making an early and significant commitment at the Founding level, with experiences designed to celebrate that role in our community.
How to Become a Member
1. Schedule a Consultation
Meet with a dedicated advisor about your objectives and how we can support them.
2. Review Your Strategy
Receive a personalized tax-smart investment and wealth plan.
3. Activate Membership
Fund your account and join the Evergreen Wealth community.
Join as a Founding Member Before April 15, 2026
Become part of Evergreen Wealth’s first visionary community by funding your account with $1M or more securing your place in Napa and in the legacy we are building together.
Important Note : Founding Member benefits are limited to appreciation events, recognition, and community engagement opportunities. They do not include preferential investment terms, reduced fees, or enhanced portfolio management services. All Evergreen clients receive the same fiduciary investment advice and access to our portfolio strategies.
*Founders Weekend: Evergreen will arrange and pay for lodging for two nights, dining from Friday evening through Sunday evening, financial seminars each day in the mornings, wine tastings at local vineyards each day in the afternoons, and outdoor recreational opportunities during the weekend. Participation at each of the activities is optional. Transportation to and from the event is the responsibility of each member.