Konvex Wealth

Konvex Wealth, located at 3220 Rosedale Street Northwest, Suite 200, in Gig Harbor, Washington, provides financial advisory services. The firm emphasizes being more than just advisors, aiming to be partners for life by blending technical precision with emotional intelligence. Their process involves active listening and asking thoughtful questions to help clients make informed financial decisions.

Their services include financial planning, investment management, retirement planning, tax planning, and estate planning guidance. They also offer specialized solutions for small business owners. Konvex Wealth's goal is to help clients navigate financial uncertainties and achieve clarity, confidence, and comfort regarding their finances.

The firm operates with a team approach, ensuring clients benefit from collective expertise. Founder Melissa Cournyer is a Private Wealth Advisor with over 20 years of experience, specializing in multigenerational financial planning for high-net-worth individuals, families, and business owners. She operates as a fiduciary, legally and ethically obligated to act in clients' best interests.

Konvex Wealth is open Monday through Friday from 8 AM to 5 PM. The firm recently changed its name from Konvergent Wealth to Konvex Wealth to better reflect its focus on clear, confident guidance.