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How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our Team at Evergreen Wealth Collaborative has almost 50 years of experience in the Financial Services Industry. We feel this experience is a valuable tool to help navigate our clients through the financial planning process.

James Wertz


James Wertz is a Managing Member and Financial Advisor with Evergreen Wealth Collaborative. James has over 12 years experience and specializes in helping his clients efficiently plan for their financial future.James has been...

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