Security at Evergreen Wealth Management
Your Information and Investments — Secure at Every Step
How We Protect You
Your Financial Plan
Client Portal Powered by eMoney
Advanced Encryption
Protected with 256-bit encryption—the same level used by major banks and global institutions.
Independent Security Audits
eMoney is continuously tested by cybersecurity firms to stay ahead of evolving threats.
Two-Factor Authentication (2FA)
A unique code is sent to your phone each time you log in, creating an added layer of protection beyond just a password.
Non-Transactional Platform
No money can be moved through the planning portal—your data is visible but not accessible for transfers.
24/7 Secure Access
Your full financial picture is always available through your secure personal login, monitored around the clock.
Your Investment Accounts
Safely Custodied at Charles Schwab
Respected & Secure
All client investments are held at Charles Schwab, one of the most respected and secure custodians in the industry.
Independent Custody
Evergreen never takes direct custody of your funds. Your accounts remain in your name at Schwab, where you maintain full access and visibility.
SchwabSafe® Protections
Schwab employs robust encryption, account monitoring, multi-factor authentication, and fraud detection tools to safeguard your assets.
Schwab Security Guarantee
Learn more about Schwab’s Security Guarantee
Seamless & Secure Connections
Our technology integrates directly with Schwab for portfolio management, while you can access accounts via Schwab.com or their mobile app anytime.
Security Tips from Our Team
Even with all the protections in place,
a few simple habits on your end can go a long way:
Enable Two-Factor Authentication (2FA)
One of the most effective steps you can take to secure your accounts.
Review Accounts
Regularly
Unusual activity? Contact us or Schwab immediately. Early detection is key.
Be Mindful on
Social Media
Avoid posting personal details like birthdays, locations, or travel plans.
Watch for Phishing Attempts
Never click suspicious links. Instead, contact the company directly using the info on their official site.
Consider Locking Your Credit
If you’re not applying for credit soon, a freeze can help protect your identity.
Equifax:
800-525-6285
Experian:
888-397-3742
TransUnion:
800-680-7289
Security FAQs
How do I know if emails or texts from Schwab are real?
Schwab will never ask for your password or PIN via email, text, or unsolicited call. If you’re unsure, call them directly at 800-435-4000.
Why does Evergreen use Charles Schwab as custodian?
Security is a major reason. Schwab offers open investment architecture, excellent client service, and leading protections — including their Security Guarantee.
Is it safe to link outside accounts to my Evergreen portal?
Yes. You can securely link bank accounts, IRAs, 401(k)s, and more to view your full financial picture. These connections are read-only — no funds can be moved.
How do you verify that it’s really me requesting a withdrawal?
Withdrawals require login-based verification through Schwab. If requested, we can also add policies such as blocking third-party wires or requiring written instructions.
Can I verify Evergreen’s regulatory background?
Yes — and we encourage it. The SEC’s Investment Adviser Public Disclosure site allows you to review an advisor’s regulatory history, employment background, and more.
Nick’s CRD#: 5147260
Evergreen Wealth Management CRD#: 313909
Search the SEC IAPD Database
Bottom Line
We use the same level of security and protocols you’d expect from a large institution—but deliver it in a boutique, transparent, and personal setting.
Have questions about how we keep your information safe?