Trey Gevers
Helping Tech Employees reduce taxes, build wealth, and retire confidently
Trey Gevers · Issaquah, Washington
Is this you, Trey?
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About
We help clients make smart financial decisions in key areas like retirement income planning, investment management, tax strategy, estate planning, and stock compensation.
Whether someone is planning to retire in the next few years or managing a large equity position from their tech job, we create a personalized plan to match their goals.
Our process helps clients reduce taxes, invest with intention, and create a reliable income plan for retirement. We work best with those who want clear advice, proactive service, and a long-term relationship.
For more than 20 years, our independent firm has helped individuals and families simplify complex decisions and move forward with confidence. We specialize in working with tech professionals and retirees who have $1 million or more in investable assets.
With our focused expertise and personal approach, we help clients protect what they’ve built and feel confident about what’s next.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Ultra high net worth
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Charitable Giving
- ESG/Impact Investing
- Executive Compensation
- Financial Advice & Coaching
- Insurance/Risk Management
- Portfolio Management
- Real Estate Advisory
- Risk Management
Structured record
| Name | Trey Gevers |
|---|---|
| Firm | Trey Gevers |
| Location | Issaquah, Washington |
| Fee model | Percentage of Assets (AUM) · One-Time Financial Planning Fee |
| AUM | $100M - $500M |
| Founded | 2005 |
| Firm size | 2 - 5 employees |
| Affiliation | Broker-Dealer Only |
| Credentials | CFA |
| Designations | CFA (Chartered Financial Analyst) · Series 7 · Series 66 |
| Investment approach | Passive management |
| Website | geverswealth.com |
| https://www.linkedin.com/in/trey-gevers-cfp%C2%AE-7aa043160/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Sustainable & impact investing
- Real estate investors