SEC CRD #801-135189
Financial Planning for Retirees, Costco Professionals, and Tech Employees About Services Insights Client Login Free Assessment About Services Insights Client Login Free Assessment Guidance for Your Future Financial Planning for Retirees, Costco Professionals, and Tech Employees We re fiduciary advisors in Issaquah, WA—and we help you get the most out of life with your money. Book Your Free Assessment Our Reviews Real Planning For Real People. ...I cannot find the words to express how appreciative we were to find this incredible group of professionals... We cannot recommend them highly enough and consider ourselves so lucky to know and work with such wonderful, caring people. Teresa H ...Garrett Grigas, took the time to understand my financial goals, personal circumstances, values, and risk-tolerance. He listened patiently to what matters to me and crafted a... plan tailored specifically to my needs and aspirations... Valerie G ...I trust them implicitly. They are always there when needed. I have received expert advice on planning for taxes and have received wonderful investment performance and returns... In all the 27 years... not once did I ever question their integrity. Clarence F I m In or Nearing Retirement Plan for the years ahead with a coordinated financial plan. That s Me! That s Me! That s Me! That s Me! That s Me! I m a Costco Professional Learn how your compensation, benefits, and goals fit together. That s Me! I m a Tech Employee Make smarter decisions around equi
WILLIAM GEVERS
MANAGING MEMBER/CCO
📞 (425) 902-4840
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$224M
Check Size
$1M–$1M
Location
ISSAQUAH, WA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.