Financial Advisors
Issaquah, WA
Gevers Wealth Management is a boutique financial advisory firm in Issaquah specializing in comprehensive wealth management for individuals and families. Led by CPWA® and CFP® certified advisors including William Gevers and partners with CFA® credentials, they offer a full suite of services including retirement planning, investment management, tax optimization (coordinated with CPAs), estate planning (coordinated with attorneys), and income planning. Their client-first approach combines personalized financial strategy with leading planning technology and asset managers, and they're particularly known for helping clients with concentrated positions like Costco RSUs and tech stock planning.
Ideal for: Mid-to-high-net-worth professionals, tech workers with RSUs or concentrated stock, business owners planning for retirement, individuals requiring comprehensive estate and tax planning
Service area: Issaquah and greater Seattle metropolitan area
CFA® and CPWA® Certified Team: Led by advisors with advanced credentials including Chartered Financial Analyst and Certified Private Wealth Advisor designations, ensuring sophisticated investment and wealth management expertise.
Coordinated Professional Network: Integrates tax planning with local CPAs and estate planning with attorneys, providing truly comprehensive financial strategy rather than isolated advice.
Specialized in Tech Wealth: Demonstrates deep expertise in managing concentrated stock positions and RSUs, particularly relevant for Costco employees and tech industry professionals in the Seattle area.
Address: 5825 221st Pl SE Suite 102, Issaquah, WA 98027
Phone: (425) 902-4840
Website: geverswealth.com
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