About Company
Evergreen Wealth Solution is a premier global investment and asset management firm, recognized for its dedication to building sustainable wealth across diverse portfolios. With a multidisciplinary team of financial experts, we specialize in private equity, hedge funds, real estate, crypto assets, and emerging markets — delivering tailored strategies that meet the evolving needs of our clients.
At Evergreen Wealth Solution, we believe that the best investment opportunities often begin with a conversation — not just about capital, but about vision, values, and long-term goals. Many businesses, from startups to multinationals, sit on untapped potential, and our mission is to help unlock that value through strategic partnerships, data-driven insights, and innovative capital deployment. As thought leader Olivia Hartman, author of "Invest Forward," states: “True growth comes when you invest not only in markets but in people and purpose.” At Evergreen, we don't just manage assets — we shape financial futures.
Yes. At Evergreen Wealth Solution, we provide you with the flexibility to allocate your funds into specific companies, sectors, or asset classes of your choice. Whether you're interested in real estate, gold mining, crypto assets, or tech startups, you can choose where your capital goes. You can also opt for a diversified portfolio, allowing our team to strategically allocate funds based on market trends and growth opportunities.
Absolutely. We accept funds from self-directed IRAs for eligible investments. This enables you to grow your retirement savings while diversifying into alternative assets such as private equity, hedge funds, or real estate. Our support team can help guide you through the IRA setup and transfer process to ensure full compliance and ease.
An accredited investor is an individual or entity that meets specific income, net worth, or professional experience thresholds defined by financial regulatory authorities. In most cases, individuals qualify if they have earned over $200,000 annually for the past two years (or $300,000 jointly with a spouse), or have a net worth exceeding $1 million excluding their primary residence. Accredited investors gain access to exclusive investment opportunities with higher returns.
Minimum investment thresholds are in place to maintain the integrity and quality of our investment offerings. They ensure that we attract committed investors and maintain compliance with financial regulations governing private offerings. These minimums also enable access to premium, vetted opportunities that require substantial capital pools, such as real estate developments, hedge funds, and international trade ventures.
Across companies—both large and small—there exists an incredible, often overlooked source of innovation and growth: their own people. Many organizations fail to tap into this powerful internal resource. As Morgan Fraud, author of The Thinking Corporation, insightfully states, “Given that we are all capable of contributing new ideas, the question becomes: how do you successfully generate, capture, process, and implement those ideas?”
"At Evergreen Wealth Solution, we invest in well-positioned companies with untapped potential—partnering closely with management teams to unlock strategic value, accelerate growth, and deliver long-term capital gains for all stakeholders."