Fintech Pioneer Bill Harris To Share Year-End Investment Playbook to Help Consumers Reduce Taxes and Strengthen After-Tax Outcomes
With just under two months left in the year, U.S. consumers have just enough time to make financial moves that can impact their 2025 taxes. Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to build long-term wealth, today announced the company will host a live webinar on December 2, 2025, at 1:00 p.m. ET to discuss seven key year-end investment tax strategies investors can make before December 31 to align their investments, taxes and legacy decisions to set them up for success in 2026 and into the next decade. For more information and to register, click here.
Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management
Serial fintech entrepreneur Bill Harris today announced the launch of Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to build long-term wealth.
