We have developed a process to discuss, analyze, and help implement the many wealth management decisions a financially successful family might have to act upon over the course of their lives.
Many of the families we work with are retired or are actively planning for retirement. We have worked closely with corporate executives and managers for the last 20 years helping them work towards a successful retirement, and have developed a specialty in the retirement planning needs and challenges of the highly compensated executive.
Concentrated Stock Planning
If a client has a large block of an individual stock they wish to diversify, we have developed a process in place to help plan and manage for that. This concentrated stock is often in the form of stock earned as an executive with a company; stock options, stock grants, restricted stock, and/or ESPP.
Worksite Employee Educational Seminars
Willy Gevers has taught hundreds of financial classes for various companies and organizations throughout the Greater Seattle area over the last twenty years. He is a popular speaker, and has received high marks for classes that are packed with vital financial information and are also fun and entertaining.