Wealth management, as it should be practiced, integrates financial planning and investment management to serve each client’s interests. It’s as complex and as simple as that.— Jeff Maurer, CEO
Our founding partners and Evercore, a leading global investment banking advisory firm, established our firm in 2008 to set a new standard in wealth management, serving our clients’ best interests first and always.
We deliver independent advice and thoughtfully designed wealth management solutions. Clients at the firm are served by portfolio managers and wealth & fiduciary advisors, who work as a team with the support of their colleagues across Evercore. We take the time to get to know you, your business and your other interests, and to invest and plan for your future, on your terms.
Today, Evercore Wealth Management serves families, foundations, and endowments across the United States. We are proud of our performance and of our culture of individual and institutional integrity.
You can download our brochure from the link - Brochure 2013.