Evergreen Gavekal Email Format

Financial ServicesWashington, United States11-50 Employees

Evergreen Gavekal is a Bellevue, Washington-based independent wealth management firm established in 1983. It operates as a fiduciary registered investment adviser, prioritizing clients' interests and employing a team-based approach to wealth management. The leadership emphasizes succession planning to support multi-generational wealth. Its professionals coordinate across specialties to deliver services such as public portfolio management, private placement oversight, financial planning, estate planning, business advisory services, legacy planning, and risk management consulting. Tax services are provided by Evergreen Sterling Kuder, a separate entity majority owned by Evergreen Gavekal. The firm operates within the financial services industry as an independent advisor coordinating firm-wide expertise under advisory leadership.

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