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Evermont Wealth is a Claremont-based wealth management firm that specializes in retirement planning, coordinating investments, income, and spending strategies to help clients achieve a secure, enduring retirement. They serve pre-retirees and retirees, including professionals and business owners in the Inland Empire such as Kaiser Permanente, Claremont Colleges, Netflix, 3M, Golden State Water, and First Responders, providing a continually updated plan designed to endure over time. The firm manages over $275 million in assets for more than 400 clients (as of 3/30/25) and has helped more than 200 people transition into retirement.
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