Harness the Power of an Accounting Firm’s Elite Wealth Management Practice
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Optimize the Financial Lives of Clients: HARNESS THE POWER OF AN ACCOUNTING FIRM’S ELITE WEALTH MANAGEMENT PRACTICE dives into the key problems accounting firms face today and takes you through concepts to help solve these issues.
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Homer Smith & Melissa Cournyer | 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (253) 236-7000
David Stuehling | 2754 NW Crossing Drive, Suite 204, Bend, OR 97703 | (541) 210-5600
Eric Daniel | 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (805) 444-6729
Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.
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