Financial Advisor/President
William (Willy) R. Gevers is a financial advisor with Gevers Wealth Management, LLC, a firm specializing in retirement &...
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.
How Do You Work with Clients?
We start each new relationship by building your Financial Foundation
Our Financial Foundations process is designed to help you understand, organize, and optimize your finances. We will focus on five key pillars—retirement planning, asset management, tax planning in coordination with a CPA, estate planning in coordination with an attorney, and income planning—to provide a comprehensive and personalized financial strategy. By addressing these critical areas, we create a cohesive plan tailored to your unique goals and circumstances.
What Does This Look Like and How Much Does it Cost?
For the majority of clients, the cost is between $2000-$4000
The process usually takes between 4-7 meetings,
and includes having us on call for an entire year.
The Five Pillars of our Financial Foundations Planning
RETIREMENT PLANNING
We help clients build a roadmap to achieve their retirement goals by analyzing current savings, projecting future needs, and designing a personalized strategy. Our approach encourages a sustainable income throughout retirement, aligned with lifestyle and legacy goals.
ASSET MANAGEMENT
We work with you to review your current investments and make sure they’re aligned with your goals. Together, we look at your asset allocation, diversification, and strategy to help you stay on track and invested with confidence.
TAX PLANNING
In coordination with a tax professional, we identify strategies to optimize tax efficiency, leveraging deductions, credits, and smart timing for income and expenses. By aligning your financial goals with tax laws, we aim to minimize tax liabilities and maximize savings.
ESTATE PLANNING
In coordination with an attorney, we guide clients through establishing a clear estate plan that protects assets, minimizes taxes, and ensures your wishes are carried out. This includes wills, trusts, and legacy planning to provide for your loved ones and causes you care about.
INCOME PLANNING
We assist clients in creating steady income streams tailored to their needs, balancing current lifestyle and future growth. Our strategies focus on aligning your income with long-term financial goals while maintaining tax efficiency.
What Happens Next?
After the Financial Foundations, most people
choose to work with us one of two ways
Wealth Management
Our wealth management service goes beyond consulting by directly managing clients' assets while providing ongoing, comprehensive financial advice. This approach promotes seamless integration and consistent monitoring across all aspects of our clients financial life. We operate on a transparent percentage-based fee structure tied to the assets we manage, aligning our success with our clients' financial growth.
Consulting
Our consulting service is ideal for clients who are DIYers - They prefer to do things themselves, but would like for a professional to look over their shoulder. We provide the same comprehensive advice and strategic planning as our wealth management service, empowering clients to implement the recommendations themselves. This service is billed hourly, allowing clients to receive professional guidance while maintaining full control over their financial decisions.
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
