Advanced Planning

Wealth Management

Wealth Management to us goes well beyond the traditional Investment Management you may be familiar with. The real value comes from our highly personalized Advanced Planning process. This approach helps you integrate the various moving pieces of your financial plan. Our Retirement Income Optimizer, Wealth Enhancement, Investments, Wealth Protection, Charitable Giving, and Wealth Transfer work together to form the Konvergent Wealth Formula.

Retirement Income Optimizer

Get on the road to a peaceful and secure retirement. Even if that is years away, now is the time to plan. As the value of Social Security decreases and the cost of living rises, having a comprehensive financial plan for retirement is becoming more and more important.

The Konvergent Retirement Income Optimizer allows you to set up a solid plan for drawing income during those work-exit years.. We align your distribution strategy with your goals by utilizing the best technology available to optimize your income from a tax, asset allocation and longevity perspective. By setting up a plan now, you can look forward to a satisfying retirement spent with the people you love and doing what you want to do.

Wealth Enhancement

Properly invested assets can only have such an impact on growing your wealth. At Konvergent Wealth Partners, we believe that proper tax planning can have a larger impact on helping grow your wealth. Our planning focuses on ensuring that your assets are allocated between Taxable, Tax-deferred and Tax-free holdings. A balanced approach between allocations may not only minimize your total taxes over your lifetime, but also provides you the flexibility and choice on which funds to access during your retirement. This freedom to determine cash flow will allow you to choose how much you pay in tax each year.

Wealth Protection

You’ve put blood, sweat, and tears into building your wealth. We are here to make sure you don’t lose it. Wealth Protection safeguards your assets from frivolous lawsuits or divorce that can wreak havoc on your financial health.

Konvergent Wealth Partners helps you take the necessary steps to protect your wealth before a claim ever gets made. We’ll assess any high-probability risks and make sure you have the right kinds and amounts of liability insurance as well as asset titling. This ensures that you don’t lose the wealth you have worked so hard to build.

Charitable Giving

Many of our clients have organizations they care deeply about but struggle with how best to support them while also making sure they know that they will be okay and that their family will be okay first. At Konvergent Wealth Partners, we work with you to design a giving strategy that accomplish all of these goals while also reducing your overall income tax burden now and your potential estate tax burden down the road.

Wealth Transfer

No one likes to think about the inevitable endgame, but it is one of the most important things to consider. The financial confidence that comes with knowing your family or charities will be taken care of after you’re gone is a priceless feeling. We help you decide how you want your assets distributed, how much control your heirs should have, and address any tax and other financial concerns along the way.

Start advancing your wealth today

You will come away with an actionable plan for your business and personal planning that you can set in motion immediately. This process alone is worth more than $5,000 of time and resources, but Konvergent is offering this complimentary call to you at no cost.
We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.