from Success
to Significance
Navigate life’s most important financial transitions with clarity, confidence, and control that put your family’s goals first.
Quiet the noise
You already know how to make decisions. We’re here to help you simplify the complex so you can make those decisions.
Comprehensive wealth management is what we do, but guiding you through life’s transitions is who we are
We partner with high net worth leaders and families who are navigating complex transitions and transactions. Whether you’re transitioning a business, planning your estate, or preparing for retirement, we offer the attention and insights you need to better position your financial world and pursue your life’s ultimate goals.
Significant families
We serve families with net worths above $30 million, guiding them through complex life transitions with confidence.
Legacy builders
We serve successful business owners and families worth $10 to $30 million, especially those looking for liquidity events.
Wealthy achievers
We serve executives and entrepreneurs with a net worth of $2 to $10 million, whether near retirement or taking more risk.
Our goal is to help you you experience more financial clarity and confidence than ever.
We’re always taking time to develop our thoughts and approach for our clients.
Optimize your financial world
At Konvergent, we provide wealth management services that extend beyond traditional firms, with the goal of maximizing your outcomes—and satisfaction—from the most complicated transitions and transactions.
Business transition guidance
Navigate business transitions with strategic insights for a seamless exit.
Wealth transition guidance
Guide family transitions with estate planning solutions for long-term security and harmony.
Asset protection management
Safeguard your assets with comprehensive protection strategies for peace of mind.
Philanthropic planning
Design impactful philanthropic strategies to align your giving with your values.
Tax planning and optimization
Optimize your tax strategy to minimize liabilities and maximize savings.
Investment management
Manage investments strategically to achieve your life’s goals with confidence.
You need more than a wealth manager
All that you’ve built requires much more than a semiannual financial review. Our team is dedicated to helping you live a life of significance through proactive leadership that doesn’t wait for you to check-in. With decades of experience and a commitment to excellence, we provide the guidance you need to navigate life’s most important transitions with confidence, leading you to the life you want.
Here’s your way to advance your wealth
At Konvergent Wealth Partners, we understand that your wealth represents more than just money—it’s the foundation for your and your family’s future. Our Konvergent Way™ process is designed to help you transition from success to significance with clarity and certainty.
The Konvergent Way™
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Transition from confusion to clarity. We empower you to discover the moving pieces of your financial world. Then we define the outcomes you truly want to achieve. Finally, we design the path to getting you there.
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Transition from chasing to certain. Create a holistic, integrated approach on your behalf. Coordinate all the moving pieces of your world. Carry out all of your planning.
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Transition from success to significance. Love the people and causes you care about most. We lead you, your family, and your team. We help you life a life of significance and make a real difference in the world.
We believe that significance transcends success, and we love helping our clients see a bigger vision of what’s possible
Navigate life’s transitions with confidence
Life is a series of transitions—some we choose, others are chosen for us. The decisions you make in these moments define not just your future, but the legacy you leave behind. At Konvergent Wealth, we believe that you deserve more than a wealth manager. You deserve a guide who helps you navigate these defining moments with clarity, confidence, and control.
The noise of the world can often make it difficult to focus on what truly matters. Complex financial landscapes, market fluctuations, and business uncertainties can cloud your vision. But here’s the truth: your wealth is more than just a number—it’s a tool for significance, a means to shape the life you want for yourself and your loved ones.
We’re here to help you quiet the noise.
Our mission is simple: to simplify the complex so you can focus on making the decisions that matter most to you. Whether you’re transitioning your business, protecting your assets, or planning your legacy, our holistic approach strives to ensure that your wealth is aligned with your values and life’s ultimate goals.
You’ve built something extraordinary. Now, it’s time to move from success to significance.
At Konvergent, we walk with you through the most pivotal transitions of your personal and professional life, not just to ensure financial success but to help you live a life of impact and purpose. We help you optimize your financial world, so you can focus on what matters most—your family, your legacy, your significance.
This journey is yours to lead. We’re just here to guide you with the clarity and confidence you deserve.
Together, let’s quiet the noise, simplify the complex, and chart a path toward the life you crave.
Here to guide you,
Homer Smith IV
Secure your family’s financial future, build a lasting legacy, and navigate key life transitions with confidence.
