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.

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

Garrett joined Gevers Wealth Management as an analyst in 2016, and also served as an intern...

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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5825 221st Place SE, Suite 102
Issaquah, WA 98027
United States