About Gevers Wealth Management
Comprehensive financial planning and wealth management for Costco professionals, small business owners, and tech employees, helping simplify your finances.
We believe financial planning should help you feel more in control of your decisions and your future. Our role is to guide you through each step so you have more time to focus on your life.
Guided by Experience. Driven by Your Success.
Our partners bring years of experience and a steady, thoughtful approach—so you can feel confident in every decision along the way.
Trey Gevers CFP®
Trey Gevers is a CFP® professional with years of experience in helping people get the most out of life with their money.
Garrett Grigas CFA®
Garrett Grigas is a CFA® financial advisor with over a decade of experience helping clients grow, organize, and simplify their finances.
William Gevers CPWA®
Willy began investing while in school, launching a 25+ year career in wealth management. As a CPWA® advisor, he helps families grow, protect, and transfer wealth through advanced strategies.
A Support Team Focused on You
We're committed to helping you feel informed, supported, and assured in your future.
A Different Kind of Experience
We build meaningful, long-term relationships and provide steady, personalized guidance.
Designed Around Your Priorities
Your financial plan will reflect your goals, values, and life—never a one-size-fits-all approach.
Knowledge You Can Lean On
Our team brings years of experience helping clients make more informed financial decisions.
Planning with the Future in Mind
We help you think ahead and prepare for what’s next with a steady, long-term perspective.
What We Do When We're Not Working
We're committed to helping you feel informed, supported, and confident in your future.
Based in Washington, Serving Nationwide
We are based in Washington and serve clients locally and across the country both in-person and virtually.
Book a Free Assessment Today
Set up a relaxed, no-pressure call to talk through your situation, your goals, and what comes next.
Our calls are always stress and pressure free—guaranteed!
