William (Willy) R. Gevers is a financial advisor with Gevers Wealth Management, LLC, a firm specializing in retirement &...
About Gevers Wealth Management, LLC
Our purpose is to help our clients retire successfully, and enjoy abundance during their post-work life. We can serve as our client's CFO – the family’s Chief Financial Officer. We help create and implement a plan to a successful retirement, and also provide information, advice and counsel to enable wise decision making for the complex finance issues of an executive’s financial life.
Investment & Wealth Management Services for Executives
Retirement Planning for Highly Compensated Executives
We have worked closely with corporate executives for over 20 years helping them work towards a successful retirement, and have developed a specialty in the retirement planning needs and financial challenges of the highly-compensated executive. Our clients are often in technology and may have significant stock based compensation plans.
We work individually and personally with each client to help design a portfolio that has the goal of providing dependable retirement income, future protection against loss of purchasing power through inflation, and a tolerable level of volatility/principal risk. We may use a broadly diversified allocation plan using many different types of assets to try and achieve that goal. We utilize a world class technology platform and institutional indexes and managers. More about our Investment Philosophy.
We have developed a process to discuss, analyze, and help implement the many wealth management decisions a financially successful executive might have to act upon over the course of their lives. Wealth management issues we help advise on include; Retirement Planning, Risk Planning, Estate and Charitable Gifts, Taxes, Income Planning, College Funding, Debt Planning and other areas. We are especially active in helping our clients analyze their executive benefits and company retirement plans; how to best use them while working, and how to generate passive and dependable income from them after retirement.
Director of Client Experience
Kristy Brown joined Gevers Wealth Management, LLC in 2016. She is a Series 7 and 63 licensed...
Garrett joined Gevers Wealth Management as an analyst in 2016, and also served as an intern...
Trey started working for Gevers Wealth Management during summers in high school, and is currently working part-time...
Client Services Associate
Anna Williams joined Gevers Wealth Management in 2017. She graduated magna cum laude with a math degree from Liberty...