Gevers Wealth Management

Garrett Grigas is a financial advisor at Gevers Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Cetera Wealth Services. Outside of his advisory role, he serves as vice-president of the CFA Society of Seattle. Gevers Wealth Management is an SEC-registered investment adviser offering discretionary investment management and stand-alone financial consulting services to individuals, trusts, estates, nonprofits, and business entities. The firm employs a range of investment strategies using quantitative and qualitative analysis, with regular portfolio monitoring and rebalancing.

Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.

William Gevers is a financial advisor with Gevers Wealth Management in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Cetera and Cetera Wealth Services. Outside of his advisory role, he is active as a fly fishing guide, often taking clients on unpaid trips and donating fishing packages to charity auctions, and serves on several volunteer boards including a church finance board and organizations supporting wildlife and family services. Gevers Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, nonprofits, and business entities. The firm offers discretionary investment management and stand-alone financial consulting, employing a range of securities and strategies with regular portfolio monitoring and rebalancing.