About Gevers Wealth Management, LLC

Our client-first approach is centered on clear communication and trust built from life-long relationships with our advisors.

We truly enjoy helping our clients achieve their financial goals and create time to invest in the people and things that matter most.

As a boutique firm, we pair our expertise in finance with leading planning technology and asset managers to provide high-end service to clients. To offer comprehensive service, we coordinate our planning with our local  tax, and legal partners.

Private Wealth Management 

Fees are based on your career stage and investment balance

Full service financial planning and custom portfolio management with unlimited access to a licensed advisor 



Financial Planning

lightbulbFinancial Guidance & Modeling 

check_circle Simplification & Optimization of Finances 

calendar_month Unlimited Access to Dedicated Advisor

Investment Management

category Custom Portfolio Management

fingerprint CFA®  Charterholder Oversight

bar_chart Data-Driven Philosophy

Tax Planning

savings Forward-Looking Tax Planning

groups Estate Planning

handshake Tax-conscious Investment Strategies

Financial Advisor/President

William (Willy) R. Gevers is a financial advisor with Gevers Wealth Management, LLC, a firm specializing in retirement &...

Financial Advisor

Professional Experience

Meet Garrett Grigas, a financial advisor, and your trusted partner in financial success. With...

Financial Advisor

Professional Experience

As a Financial Advisor, Trey helps develop and build comprehensive and customized wealth...

Client Services Associate

Anna Williams joined Gevers Wealth Management in 2017. She graduated magna cum laude with a math degree from Liberty...

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