Mission behind the Math
There’s a gap between where you are financially and where you want to be. Maybe it’s
uncertainty about the future, missed opportunities for growth, or not having the right plan in
place to protect what you’ve built.
We call this your personal wealth gap—and our mission is to help you close it.
Core Value
At Everett Equation Wealth Solutions, we take the guesswork out of financial planning by
identifying the gaps in your strategy and creating a clear, customized path forward. Because
wealth isn’t just about numbers—it’s about security, freedom, and having the power to make
choices that align with your values.
Whether you're securing your family's future, building long-term wealth, or preparing for the
unexpected, we’re here to guide you every step of the way.
+ Clarity
Identifying where your current financial strategy isn’t fully supporting your goals.
+ Strategy
Designing a personalized plan to grow, protect, and maximize your wealth.
+ Execution
Implementing solutions that close the gap and put your financial future on solid
ground.
= the Everett Equation
Equation—an approach that turns uncertainty into empowerment, financial
gaps into growth, and hard work into lasting wealth.
Client Testimonials
See How We Can Help
Your financial journey deserves direction. If you’ve ever felt stuck between where you are and where you know you should be, that’s your wealth gap—and it’s time to close it. Our team provides the tools, strategies, and guidance to help you build, protect, and grow your financial future.