Meet Our Team:
Dedicated to Your Financial Future
Discover the experts at Everstone Wealth Group who deliver personalized wealth management and financial planning
QUAN NGUYEN, CLTC®
FOUNDER AND WEALTH ADVISOR
Quan Nguyen is a highly analytical Wealth Advisor and the Founder of Everstone Wealth Group, based in Houston, TX. With a proven track record of technical precision, he brings a unique engineering mindset to financial services, having earned his degree from the Massachusetts Institute of Technology. This rigorous background enables Quan to deliver sophisticated, data-driven solutions to families, business owners, and professionals.
Meet Our Trusted Experts
Discover the credentials, security standards, and accolades that affirm our commitment to excellence and client trust
Certified Financial Planner
Recognized for comprehensive planning expertise, ensuring your financial goals are strategically met
Fortified Data Security
Implementing advanced encryption and protocols that safeguard your personal and financial information
Industry Leadership Award
Honored for innovative wealth management solutions that set new benchmarks in the finance sector
Client Satisfaction Excellence
Demonstrating our dedication through consistent positive feedback and long-term client partnerships
DISCLOSURE
Quan Nguyen offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us directly to help you fully analyze your needs and recommend appropriate solutions.
In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Quan Nguyen is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 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. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. 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. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
AR License # 20674464, CA License # 4305016.
2500 Citywest Blvd
Suite 750
Houston, TX 77042
234-208-6868
Everstone Wealth Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Everstone Wealth Groups LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.