Everest Consultants

EST. AUM
$633,117,176

CONTACTS
3

CLIENT ACCOUNTS
1,743

Firm Details

Metro area Syracuse
CRD Number 128474
Website everestconsultants.net
Client types

Overview

Established in 1997, Everest Consultants is an independent advisory firm situated in historic Franklin Square, Syracuse, New York. The firm specializes in comprehensive wealth management for both individual investors and business clients. Founded by Alexander S. Pasquale, president and managing member, Everest Consultants operates as a boutique wealth management advisory firm that integrates a family office model. The team is dedicated to managing personalized investment goals that encompass all aspects of a client's family, regardless of their circumstances. Each service is uniquely tailored to include strategies for tax, retirement, and estate planning, ensuring clients can achieve their individual objectives. Additionally, the firm provides customized management services for business clients of all sizes, including advisory services for ERISA retirement plan accounts that adhere to Global Fiduciary Standards of Excellence in investment management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Everest Consultants

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