OUR STRATEGY

Our investment strategy is designed to find what we believe are the best in class, cost appropriate strategies that we believe may rise in rank amongst their peers while seeking to maintain low internal expenses. Paired with the Portfolio Manager’s tactical equity portfolio sleeve, we seek to preserve clients assets through addressing risk. Our selection from a broad range of private and public investments, allows us to customize a portfolio based on client needs.

AWARDS & ACCOLADES

Forbes Best In State Wealth Management Teams 2023

Everest Capital Private Wealth Management Group - California

2023

Named on the Forbes AMERICA'S TOP WEALTH MANAGEMENT TEAMS HIGH NET WORTH list

Everest Capital Private Wealth Management Group

2022

forbes best in state wealth advisors Charles Parry 2019-2021 and Curtis Pary 2021
forbes best in state wealth advisors 2020

Charles Parry

2019-2022

forbes best in state wealth advisors 2020

Curtis Parry

2021-2022

Laura Pope

2021-2022

forbes top women wealth advisors 2020 Laura Pope 2019-2021 forbes top women wealth advisors 2020

Laura Pope

2019-2021

forbes top next gen wealth advisors 2020 Chase Parry 2021 forbes top next gen wealth advisors 2020

Chase Parry

2019-2022

The Forbes rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fees paid for use of logo.

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OUR TEAM

Charles Parry
Charles Parry
Managing Director - Investments 818.226.2200
Laura Pope
Laura Pope, CIMA®
Managing Director - Investments 818.226.2244
Curtis Parry
Curtis Parry, CFP®, CRPC®, CDFA®
Managing Director - Investments 818.226.1441
Chase Parry
Chase Parry, CRPC®
Managing Director - Investments 818.226.1456
Bary Verga
Barry Verga
First Vice President - Investment Officer - Investments 818.226.2261
Alexander Ary
Alexander Ary
Private Client Financial Advisor 818.226.1449
Kimberly Ary
Kimberly Ary, Chartered Advisor in Philanthropy®
Private Client Financial Advisor 818.226.1459
Audra Reed
Audra Reed
Senior Client Associate 818.226.2225
Jennifer Roberts
Jennifer Roberts
Senior Brokerage Client Associate – Registered 818.226.1477
Michelle Meier
Michelle Meier
Senior Brokerage Client Associate 818.226.2245
Nicole Remmeng
Nicole Remmenga
Brokerage Client Assistant 805.370.0825
Stacy Zurita
Stacy Zurita
Senior Client Associate 818.226.1433