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Everest Management Corp-Logo

Everest Management Corp

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Investor & Investment Firm

Services offered by this company.

Primary Markets:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Cupertino, CA

Address:

19925 Stevens Creek Blvd, Cupertino, California, United States, 95014-2305

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Everest Private Wealth is a SEC-registered financial advisory firm based in Silicon Valley that specializes in providing comprehensive wealth management services to affluent families with over $2 million in investable assets. They employ a systematic investment process and fiduciary approach to help clients grow their household wealth and achieve their financial goals.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Wealth Management
  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Tax Strategy

Pricing

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Investor & Investment Firm Services

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People often ask...

What services does the company offer?

The company offers comprehensive wealth management services, including balance sheet advice, wealth accumulation strategies, private investments, advanced tax strategies, and customized services for ultra-wealthy families.

What geographic areas does the company serve?

The company serves clients across the United States, with a focus on affluent families with investable assets exceeding $2 Million and ultra-wealthy families with wealth higher than $25 Million.

What is the best way to contact the company?

Everest Management Corp can be reached at +1 408-502-6015.

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