EverettCapital

EverettCapital Family Office. I take my clients through a specific & strategic planning process in which I help them reach their financial goals.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Th

e Graybar Building 420 Lexington Avenue 24th Floor New York, NY 10170 Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

We all had an estate and one of the most important things you can do, and never regret is to protect it!
09/16/2025

We all had an estate and one of the most important things you can do, and never regret is to protect it!

Slow down for what?
04/23/2025

Slow down for what?

The tariffs are very disruptive and inflammatory. And will cause lots of short term disruptive, but long term the fundam...
04/03/2025

The tariffs are very disruptive and inflammatory. And will cause lots of short term disruptive, but long term the fundamentals of the companies that have pricing power and a moat for their business will be fine.

Do nothing, keep investing.


✨ What an incredible evening at the *Women, Wine, and Wealth* event! I had the honor of speaking to an amazing group of ...
09/17/2024

✨ What an incredible evening at the *Women, Wine, and Wealth* event! I had the honor of speaking to an amazing group of women about investing and financial empowerment. A huge thank you to the National Coalition of 100 Black Women-Manhattan Chapter for hosting such an impactful event and to the wonderful Crystal L. Wilson Williams for inviting me to be part of it. 💼🍷✨

It was truly inspiring to connect with so many passionate and driven women! Here's to building wealth and legacies together. 💪🏾 L. Wilson Williams

We are looking to gather successful professionals looking to expand their network for what will undoubtedly be a night t...
08/17/2024

We are looking to gather successful professionals looking to expand their network for what will undoubtedly be a night to remember with good people and brilliant professionals from all industries.

If you’re already an A client and have some individuals you think we should meet then consider yourself invited! Please DM us for details.

04/09/2024

What financial strategies are best for you?

The IRS announced new tax brackets and standard deduction limits. This could save families thousands of dollars and will...
10/21/2022

The IRS announced new tax brackets and standard deduction limits. This could save families thousands of dollars and will definitely impact the way our clients plan for the next decade.

10/18/2022

Here's how to dodge the obstacles in your financial life.

10/18/2022

Address

80 Broad Street, Suite 3102
New York, NY
10004

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 11am - 9pm
Saturday 12pm - 4pm
Sunday 12pm - 5pm

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