Evertern Wealth a new wealth firm, has been launched in Naples, Florida – formed by a team who had seen about $2.4 billion in client money.
The founders are Stephens and Mic Lundon. Evertern Wealth will serve high net worth families, founders, and executives through a boutique model, with client assets held at Goldman Sachs Custody Solutions and supported by the Dynasty Financial Partners platform.
Evertern Wealth will serve clients nationwide, in partcular, entrepreneurs, executives, retirees, and multi-generational families across Florida and other major US markets.
“Evertern Wealth has the autonomy, sophisticiation, and functionality it needs to operate at the level of a true family office,” Shirl Penney, CEO of Dynasty Financial Partners , said. “We’re excited to welcome Jason, Mic, and their excellent team to our network of wealth management firms.”
Shirl Penney