Allstate Personal Financial Representative: Edward Hackett

At Ever Green Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term. Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance.

At Transparent Wealth Consulting LLC, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Put another way, we’re Wall Street-forged, but Main Street-focused. Based in Lakeville and Victor, New York, we have served clients across the country since 1978. We specialize in helping affluent individuals, families, and business owners take command of their financial future with comprehensive, tax-minimizing wealth strategies. As a defining feature of our firm, we have eliminated the middle men such as broker dealers, banks, and third-party money managers.