0
Skip to Content
Konvergent Wealth Partners
Solutions
Approach
Resources
About
Book a Call
Konvergent Wealth Partners
Solutions
Approach
Resources
About
Book a Call
Solutions
Approach
Resources
About
Book a Call

Advance Your Wealth Episode 60: Leverage A Tax-Aware Investment Strategy In Your Long-Term Wealth Planning!

Jan 31
Written by Bethany Gillihan
Bethany Gillihan
Previous
Previous

Earnouts in Business Sales: Maximizing Value While Managing Risk

Next
Next

Maximizing Wealth with Tax-Efficient Strategies: The Power of Private Placement Life Insurance (PPLI)

Approach

Our Process
Our Philosophy
Our Services

Resources

Client Portal
Articles
Videos

About

About Us
Our Team
Homer Smith IV
Careers

Connect

Contact Us
Book a Meeting
Get Directions

Solutions

$50+ million
$25-50 million
$0-25 million

ⓒ Copyright 2024, Konvergent Wealth Partners, LLP
Contact Us Privacy Policy

The information on this webpage is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Check the background of your financial professional on FINRA's BrokerCheck.

Investment advice offered through Integrated Partners, doing business as Konvergent Wealth Partners, a registered investment advisor. Click on the links for a copy of the Firm ADV and Client Relationship Summary.

Homer Smith, Eric Daniel, & Guy Ridout III
(253) 236-7000
Office Address: 3025 Harborview Dr, Gig Harbor, WA 98335
Mailing Address: PO Box 392, Gig Harbor, WA 98335