Evermont Wealth Partners

Terms of Use

Last updated: September 26, 2026

These terms apply to your use of the Evermont Wealth Partners website and retirement assessment. Please also review our Privacy Policy and Disclosures.

Educational purpose

Evermont provides general retirement education and decision-support information. Website content and assessment questions are not individualized investment, insurance, tax or legal advice. They do not constitute an offer to buy or sell any security or insurance product.

Using the website or completing an assessment does not create an investment advisory, brokerage, insurance, fiduciary or other professional-client relationship with Evermont.

Your decisions and professional relationships

You are responsible for evaluating information in light of your circumstances and obtaining advice from appropriately qualified professionals when needed. Do not rely on website content alone to move assets, purchase products or make tax or legal decisions.

An introduction, if requested and available, does not obligate you to work with a professional. Any agreement for advice, investment management or insurance services is between you and that professional or their firm. Independently evaluate credentials, services, fees and potential conflicts before agreeing to a relationship.

Assessment and availability

Use accurate information, and do not submit another person’s information without authorization. Do not submit passwords, account numbers or Social Security numbers. The assessment sends your answers privately to Evermont for review. Submitting does not schedule a meeting or commit you to a professional relationship.

Completing an assessment does not guarantee a match, professional availability or a particular financial outcome.

Responsible use

You may use the website for lawful personal and educational purposes. Do not interfere with its operation, attempt unauthorized access, submit malicious code, impersonate others or use the assessment to transmit unsolicited material.

Content and external sources

Information may change and may not cover every consideration relevant to you. We aim to present clear educational material but cannot guarantee its completeness or applicability to a particular situation. External links are provided for convenience and education; their inclusion does not imply an affiliation or endorsement.

Evermont’s original text and design may be used for your personal reference. Third-party materials remain subject to their owners’ rights and applicable licenses.

Updates

These terms may be updated as the website and services develop. The date above identifies this version. If you do not agree with these terms, please do not use the assessment.