Evergreen Gavekal

Evergreen Gavekal Evergreen Gavekal offers a breadth of financial planning services for ultra-high-net-worth families and individuals.

As of 9/30/25, Evergreen Gavekal manages $6.8 billon of assets. We currently manage over $2 billion in total assets for over 500 clients. We provide a full suite of services to clients, including asset management, financial planning, retirement planning, estate planning, and tax planning. We offer in-house investment solutions, which we can customize for clients depending on their specific invest

ment goals, risk tolerance, and time horizon. To research more about our services and staff, please see our website: www.evergreengavekal.com.

Address

1412 112th Avenue NE, Suite 100
Bellevue, WA
98004

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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