Wealth Management Solutions

Preserving and Transferring Wealth

Are you concerned about preserving the wealth you’ve accumulated—for yourself and your heirs? Everest Capital Partners offers tailored estate planning strategies to help preserve and transfer your wealth 

 

Planning for Retirement 

How can you secure the retirement you envision? Everest Capital Partners will work with you to develop a comprehensive retirement strategy.

 

Funding Education

With education costs rising at a staggering rate, funding your child’s or grandchild’s education may be more challenging than ever. Everest Capital Partners can help you create a savings and investment plan to meet your education funding goals.

Protecting Your Goals

Inflation, market volatility and unexpected tragedy—how can you manage these risks? Everest Capital Partners can suggest strategies to help you protect and preserve your assets based on an understanding of your lifestyle and goals.

Business Strategies

Many business owners count their company as their largest investment. Everest Capital Partners can assist in maintaining and growing your business, as well as help develop an effective succession plan.

 

Global Wealth Management

Everest Capital Partners offers innovative strategies to preserve and grow your wealth as well as provide liquidity and administer complex estates.

 

Worldwide Access to Markets

Everest Capital Partners offers multi-currency execution capabilities through the securities exchanges in over 65 countries around the globe

 

Cash Management Solutions

Everest Capital Partners offers check-writing, automated bill payment, debit-credit-ATM card and access to low cost credit through a single account

Everest Capital Partners © 2016. All Rights Reserved. EV10001

Clearing and custody through:

Pershing, LLC, a subsidiary of
THE BANK OF NEW YORK MELLON CORPORATION
Member New York Stock Exchange, FINRA, SIPC
Introduction to Pershing LLC, member FINRA, NYSE, SIPC, with respect to clearing for Everest Capital Partners is provided through
Bolton Global Capital, Inc. Member FINRA, SIPC
579 Main St. Bolton, MA 01740 978-779-5361

Organization Regulated and Supervised by the
Superintendence of Capital Markets of the Republic of Panama. 
License to operate as an Investment Advisor. Res. 

349-2013 DMJ CAPITAL PARTNERS INTERNATIONAL INC. (Now Everest Capital Partners International Inc)
350-2013 DMJ CAPITAL PARTNERS PANAMA INC. (Now Everest Capital Partners Panama Inc)