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Evergreen General Privacy Policy

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Evergreen General Privacy Policy_Final_091626.pdf
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© 2025 Evergreen Wealth.

All rights reserved.

Legal Privacy Center Form CRS Terms of Use

Evergreen Wealth Advisors ("Evergreen"), 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.

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

All Brokerage and Clearing services are provided by, and securities are offered through, Apex Clearing Corporation and Charles Schwab & CO., INC. All brokerage firms are Registered SEC, FINRA broker dealers and members of SIPC. View each firm's background on FINRA's BrokerCheck.

Evergreen.ai is a service offered by Evergreen Wealth Advisors. Evergreen.ai provides financial advice based on information you provide and accounts you choose to link. It is designed to help you understand your financial picture more clearly and make more informed decisions. Using Evergreen.ai's self-directed guidance does not by itself create an investment advisory relationship with Evergreen Wealth Advisors.

All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The content 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 does not provide tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in financial transactions.

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