@EverternWealth

Our founder and managing partner, Jason Stephens, joined Nicole Petallides on the @SchwabNetwork to share thoughts on how AI, the midterms and oil prices could impact earnings and the overall economy: bit.ly/4yY9XSR

Jason Stephens, founder and managing partner at Evertern Wealth, shared how the firm builds relationships across seasonal markets, and maintains a personal approach during high travel months. Read the article in InvestmentNews: bit.ly/4se8UvD

Our Founder and Managing Director, "Mic" Michael Lundon, CEPA®, J.D., joined host Seth Greene on the Registered Investment Advisor Podcast for Episode 267: The Exit Planning Mistakes Owners Make Too Late. Listen here: YouTube: bit.ly/3TLhzZs

Our Founder and Managing Partner, Jason Stephens shared with @CNBC that "the economy continues to show remarkable resilience, but that strength is keeping inflation concerns alive and pushing interest rates higher.” Read the full interview: cnb.cx/4dzXJXS

DAF vs. Private Foundation: One buys simplicity. The other buys control, and charges you in transparency and overhead. How do you want to make an impact leveraging your wealth? We can help provide you with strategic stewardship to help you decide. EverternWealth.com

A moment of slience for a generation of rememberance.

Labor Day is a fitting moment to acknowledge a simple truth of substantial wealth. It is almost always the product of someone else's labor as much as one's own. Our thanks to the operators, teams, and partners behind the enterprises we serve. Our offices are closed Monday.

Private placement life insurance (PPLI) has been described more than once as "a Roth IRA on steroids." That framing is dramatic and oversimplified, but it points to why the structure attracts attention from those with significant wealth. Read more: bit.ly/4cphwsK

Jason Stephens was in @CNBC's market coverage this week, weighing in on oil, Iran tensions, and what both mean for portfolios. Read more: cnb.cx/4qpXEeK *This material is for informational purposes only and does not constitute tax, legal, or investment advice.

In a new piece for @rethinking65, our Founder writes about a family that spent two generations turning a regional business into a nationally recognized company, then sold to a publicly traded corporation. Read how they approached the wealth windfall: bit.ly/45v9P0d

"A well-coordinated multi-family office approach where investment, tax and estate planning are integrated can generate annual tax savings in the hundreds of thousands of dollars, often matching or exceeding the benefit of changing states." Read more: bit.ly/4q4fsf1

Jason Stephens spoke with Paula L. Green at Rethinking65 about why conflict over an inherited vacation home is rarely about the real estate — and why these conversations need to happen while parents are still here. Read the complete interview: bit.ly/4xkQB9p

"We increasingly view a 529 plan not simply as an education funding vehicle, but as part of a family's broader tax, retirement, and wealth transfer strategy,” For Jason's full insights, read the article in @InvestmentNews: bit.ly/4xax6QH

We are proud to share Jason Stephens' recent feature in Financial Planning @finplan on serving clients relocating from higher-tax states. Read the full article here: bit.ly/450qXuq #WealthManagement #FinancialPlanning #IndependentRIA #FloridaMigration #NaplesFlorida

Brett partners with clients across financial planning, portfolio analysis, and relationship management—bringing more than eight years of experience alongside a senior advisory team serving high-net-worth families. Read more about Brett: bit.ly/4fs1ZJ6

We're honored to announce a strategic alliance with @Vontobel Swiss Financial Advisers (Vontobel SFA), a wholly owned subsidiary of Vontobel Holding (Vontobel), one of Switzerland’s most respected wealth and investment management firms.

Our CEO, Jason Stephens had the privilege of being interviewed by @InvestmentNews at the @Nasdaq MarketSite in New York City to discuss the continued migration of wealthy individuals and families to Florida. Watch the full interview: bit.ly/4fg7rjn

Here's to life, liberty and the pursuit of the American Dream! Happy Independence Day to you and your families, as we celebrate America 250 and the opportunities it created to build prosperous lives through hard work and dedication. #America250 #July4 #IndependenceDay

Florida's luxury real estate story isn't just Miami anymore. Naples, Florida has quietly become the 4th most expensive luxury market in the U.S., with entry-level luxury homes now averaging $3.7 million. That's an 88% jump since 2019.

With over 15 years of experience, Michael Heiser, CFA serves as Chief Investment Strategist, overseeing Evertern Wealth's investment philosophy, portfolio construction, and asset allocation framework. Read his full bio: everternwealth.com/team/mich…