EVEREST PRIVATE WEALTH

Overview

Everest Private Wealth is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator, selecting third‑party managers and constructing portfolios that emphasize equities while layering in alternative strategies for diversification. Its advisory services include ongoing discretionary portfolio management alongside non‑discretionary relationships and periodic financial planning engagements. Everest is not positioned as an ESG investor and does not list pension consulting or multi‑state adviser activity. Investment activity centers on exchange‑traded equities as the primary building block for client portfolios, with the firm using both pooled vehicles and separate account structures to deliver tailored exposures. As a capital allocator, Everest supplements core public market equity allocations with allocations to external alternative managers—hedge funds, private real estate, commodities and oil & gas—when those strategies fit a client’s objectives and risk profile. The fee schedule includes percentage‑of‑AUM arrangements along with hourly and fixed fees for planning and advisory projects.

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Location & Offices