Serial fintech entrepreneur Bill Harris announced the launch of Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to build long-term wealth. While many financial advisors and investment firms still focus on pre-tax returns, Evergreen Wealth seeks to maximize its clients’ net returns after paying the tax bill. Unlike ETFs and mutual funds, where every fundholder receives the same cookie-cutter product, Dynamic Portfolios contain hundreds of individual securities, which can then be hyper-personalized to match the goals of each client and tax-optimized across their entire portfolio. Evergreen Wealth employs multiple tax strategies, including direct indexing, to offset, reduce, defer, or, in some cases, even eliminate the taxes on their investments. For high-income taxpayers, particularly those in high-tax states, this “tax alpha” can be more consequential than the expected gains, if any, from trying to beat the market. Evergreen Wealth clients receive: Dedicated Advisor: Each client is assigned a licensed advisor, who is available via email, chat, phone or video conference. Evergreen Intelligence: A proprietary AI advice engine that draws upon a vetted investment, tax and financial knowledge base, as well as the secure, personal data of each client. Risk Management: Evergreen Wealth adheres to investment principles developed by Nobel laureates to achieve diversification designed to enhance each client’s risk-adjusted return. Dynamic Portfolio: A household portfolio that is hyper-personalized for the needs and preferences of each client and tax-optimized, which can deliver long-term tax savings. 24/7 Access: Evergreen Wealth’s desktop and mobile apps provide a comprehensive view of each client’s Evergreen Wealth portfolio and external assets, offering proactive insights and delivering immediate answers to their financial questions. Privacy and Security: Evergreen Wealth utilizes biometric security on all client accounts, complemented by state-of-the-art security procedures that are continuously monitored and regularly audited to safeguard the personal data of its clients.