Stephen Laddy, Managing Director – Investments, Senior PIM® Portfolio Manager* and John Serocke, Managing Director – Investments, Senior PIM® Portfolio Manager* founded Ever Star Wealth Management Group of Wells Fargo Advisors with a shared belief: clients deserve unwavering guidance and personalized service through all life’s milestones. Inspired by the idea of a guiding star—constant, clear, and dependable—Ever Star symbolizes their role as long-term stewards for your wealth. Whether navigating market changes, life transitions, or multigenerational planning, Ever Star Wealth Management remains a reliable source of financial insight and direction.
Our team serves primarily with high-net-worth individuals and families. While many of our clients are doctors, attorneys, business owners, and professionals, all clients value our discretion, discipline, and a personalized approach to investment management.
Meet The Team
With almost 60 years of combined experience, Stephen and John bring deep industry knowledge and complementary skill sets to offer comprehensive investment management and wealth planning services. The team provides a full spectrum of integrated solutions including sophisticated investment management, wealth planning, risk management and strategic lending via access to Wells Fargo Advisors and its affiliates.
What Sets Us Apart
Ever Star Wealth Management Group is honored to be recognized as one of Forbes Best-In-State Wealth Management Teams 20251. This award reflects the trust our clients have placed in us over the years.
Custom Portfolio Management
Personalized investment strategies that are diversified to grow and protect your wealth.
Our Portfolios
Integrated Planning
Advanced planning strategies to help prepare you and your family for the future.
Our Process
Comprehensive Services
Access to specialty services through Wells Fargo Advisors and affiliates.
Our elevated servicesWells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
1 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
1 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Bring Your Financial Future to Life.
Innovative strategies designed to help achieve better outcomes for you and your family.