Gevers Wealth Management – Issaquah Financial Advisors of Sammamish

Gevers Wealth Management - Issaquah Financial Advisors of Sammamish is a financial planner in Sammamish, WA. The firm provides comprehensive financial planning and wealth management for Costco professionals, tech employees, and small business owners. Their specialized services include retirement income planning, investment management, tax strategies, Social Security optimization, and estate coordination.

The firm operates as fee-only fiduciary advisors, meaning they are legally required to act in their clients' best interests. Their approach focuses on coordinating various financial elements, including investments, taxes, and estate planning, into a single, cohesive plan rather than offering isolated products. The leadership team includes partners Trey Gevers, CFP®, and Garrett Grigas, CFA®, CFP®, alongside President William Gevers, CPWA®. They provide detailed retirement modeling to help clients understand their income sources, such as pensions and Social Security, and assist with complex matters like Roth conversions, Medicare options, and stock options.

Gevers Wealth Management is located on 221st Pl SE.

The firm is recognized for its high standards of integrity and its commitment to putting clients first through fiduciary advice. Their team brings decades of experience to the area, with expertise in helping families grow, protect, and transfer wealth. They are known for turning complex financial strategies into easy-to-understand plans that help clients navigate major life transitions with confidence.

Gevers Wealth Management provides dedicated financial guidance for professionals and retirees throughout the Sammamish area.