More Than Money. More Than Wealth.
A Purpose-Driven Financial Strategy.
At Everett Equation Wealth Solutions, we believe wealth is more than numbers—it’s the power
to make choices that align with your values, protect what matters most, and create a lasting
legacy. But for too many people, there’s a gap between where they are financially and where they want to be.
That’s where we come in.
We help individuals, families, and business owners identify their personal wealth gaps and close
them with smart, tailored financial strategies. Whether you're looking to build generational
wealth, protect your assets, or plan for the future, we provide the clarity and tools you need to
move forward with confidence.
What Makes Us Different?
Many financial firms focus on transactions. We focus on transformation.
We make wealth-building clear and accessible.
We take a faith-driven approach.
We educate
and empower.
We customize
every plan.
No financial jargon—just real,
actionable strategies designed for real life.
Stewardship matters. Your wealth should work for you,
your family, and your community.
We don’t just tell you what to do—we equip you with the
knowledge to make informed, confident decisions.
No two financial journeys are the same, and your strategy
should reflect your unique goals and circumstances.
Our Core Values
Integrity &
Honesty
Faith &
Stewardship
Clarity &
Confidence
Generational
Impact
Trust is everything. We do what’s right, not just what’s easy.
Money is a tool, not the goal. We help you use it wisely.
You deserve to understand your financial future.
Your wealth should last beyond your lifetime.
Our mission is simple:
To guide you through your financial journey with clarity and confidence,
ensuring your finances work as hard as you do. Through faith-driven financial stewardship, we
help you create a secure future, protect your assets, and make meaningful financial decisions
that align with your values.
How We Help You Close Your Wealth Gap
1. We analyze where you are. What’s missing from your current financial plan? Where are the gaps?
2. We strategize for where you want to be. Whether it’s security, growth, or legacy-building, we design a personalized plan that fits your goals.
3. We implement solutions that last. From wealth protection to tax-smart planning, we make sure your finances work for you—not the other way around.