konvergent wealth partners

Konvergent Wealth Partners, located on Harborview Drive in Gig Harbor, provides comprehensive wealth management services tailored for high net worth leaders and families. They focus on guiding clients through significant life transitions, such as business sales, estate planning, and retirement preparation. The firm emphasizes building long-term relationships and a holistic approach to align all aspects of a client's financial life with their goals.

Their services include business transition guidance, wealth transfer, asset protection, philanthropic planning, tax optimization, and investment management. Konvergent Wealth Partners also offers retirement planning, family office services, cash flow management, and concierge support. They work with various client segments, from wealthy achievers with net worths up to $25 million to significant families with over $50 million in assets, and legacy builders looking for liquidity events.

The team, including Founder and CEO Homer S. Smith IV, Private Wealth Advisors Eric Daniel and Maxwell Graber, is committed to a fiduciary duty, acting in the best interests of their clients. Their Konvergent Way™ process aims to provide clarity and certainty, helping clients move from financial success to a focus on significance and purpose.

Konvergent Wealth Partners' approach involves personalized strategies, expert advice, and continuous support, simplifying complex financial concepts for their clients.