EVERGREENWM.COM

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We are an independent financial services firm, headquartered in Austin, Texas. We provide our clients with a seasoned perspective on investing. Together, we have more than 50 years of cumulative investment experience. After many years of managing investment portfolios, we understand that each client is unique. Your portfolio should be a reflection of your personal goals, risk tolerance, and understanding. World markets and events continually change. Your portfolio needs to keep up. Having a financial adviso

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CONTACTS AT EVERGREENWM.COM

Evergreen Wealth Mgmt. Inc.

Michael DeGolier

4100 Duval R●●●●●●●●●●●● Suite 104-A

Au●●in , TX, 78759

US

1.51●●●●6738

Mi●●●●●@evergreenwm.com

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Evergreen Wealth Mgmt. Inc.

Michael DeGolier

4100 Duval R●●●●●●●●●●●● Suite 104-A

Au●●in , TX, 78759

US

1.51●●●●6738

Mi●●●●●@evergreenwm.com

View this contact

Commonwealth Financial Network

Commonwealth Webteam

29 S●●●●r Rd

Wa●●am , MA, 02453

US

1.78●●●●7980

1.78●●●●0793

we●●●●●@commonwealth.com

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Welcome | evergreenwm.com Reviews

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We are an independent financial services firm, headquartered in Austin, Texas. We provide our clients with a seasoned perspective on investing. Together, we have more than 50 years of cumulative investment experience. After many years of managing investment portfolios, we understand that each client is unique. Your portfolio should be a reflection of your personal goals, risk tolerance, and understanding. World markets and events continually change. Your portfolio needs to keep up. Having a financial adviso

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Welcome | evergreenwm.com Reviews

https://evergreenwm.com

We are an independent financial services firm, headquartered in Austin, Texas. We provide our clients with a seasoned perspective on investing. Together, we have more than 50 years of cumulative investment experience. After many years of managing investment portfolios, we understand that each client is unique. Your portfolio should be a reflection of your personal goals, risk tolerance, and understanding. World markets and events continually change. Your portfolio needs to keep up. Having a financial adviso

INTERNAL PAGES

evergreenwm.com

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Evergreen Wealth Management, Inc. - Our Team

http://www.evergreenwm.com/ourteam.aspx

Jeff M. Ricks, Wealth Manager. Partner, Evergreen Wealth Management. Jeff is married to his wife, Lorrie, and they have two awesome children. They moved to Austin (from Houston) in 1990 and enjoy the city's wide diversity of culture, food, and live music as often as possible. Jeff loves animals, particularly dogs. Jeff holds the FINRA Series 7, 63, and 65 registrations through Commonwealth Financial Network. He holds a Life and Health insurance license for the state of Texas.

2

Evergreen Wealth Management, Inc. - OUR SERVICES

http://www.evergreenwm.com/ourservices.aspx

Retirement income planning and analysis. Portfolio selection, asset allocation, and investment oversight. Tax-advantaged investing and variable and fixed annuities. College education planning and funding. Tax-advantaged 529 college plans. Insurance needs analysis, life insurance, business continuation, and long-term care. Stocks, bonds, and mutual funds (passive, tactical, and managed). Alternative investment solutions and precious metals. Estate planning and charitable gifting.

3

Evergreen Wealth Management, Inc. - MARKET NEWS

http://www.evergreenwm.com/themarket.aspx

Market Update for the Month Ending July 31, 2016. Posted August 3, 2016. Markets move up around the world. Technical factors also improved during the month. All three major indices remained above their 200-day moving averages, often a sign of continued strength. Emerging markets also did well, gaining 5.03 percent in July. Despite the turmoil in Europe and Turkey, technical factors for the MSCI Emerging Markets Index remained positive, as it stayed above its 200-day moving average for the entire ...Perha...

4

Evergreen Wealth Management, Inc. - Client Videos

http://www.evergreenwm.com/Client-Videos.aspx

Click on any of the images below to view a video presentation:. This communication strictly intended for individuals residing in the states of AR,NY,TN,TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,. Including possible loss of the principal invested.

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Evergreen Wealth Management, Inc. - ACCOUNT ACCESS

http://www.evergreenwm.com/client_access_-_multiple_options.aspx

Most clients will use the Investor360°. Button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. See your statements and confirmations online in Investor360°. If you are a current client and would like access to your account information online, please contact our office. A Registered Investment Advisor.

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A Financial Checklist You Can Handle. Welcome to our new website! You are seeing this page because you tried to view our previous website. With the intention of better serving your financial needs, we have redesigned this site to provide quick and efficient access to our information and services, and it is now mobile friendly. Continue to our new homepage. A Registered Investment Adviser. Evergreen Wealth Management, Inc. 1907 Cypress Creek Rd. Building 2, Suite 102-C Cedar Park, TX 78613.

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