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11/22/21 11/22/21

Succession Planning for Family Businesses

9/21/21 9/21/21

Do you have what it takes to create significant wealth?

9/14/21 9/14/21

How we have moved from Savers to Investors

9/14/21 9/14/21

Advance Your Wealth - Savers to Investors

8/31/21 8/31/21

Advance Your Wealth - Episode 10 - What is a Private Trust Company?

8/31/21 8/31/21

What is a Private Trust Company?

8/24/21 8/24/21

Advance Your Wealth - Frank Seneco Interview - Part 3

8/10/21 8/10/21

July Market & Economic Update - Bullish Momentum Continues to Drive Market Higher

7/27/21 7/27/21

A Benefit Plan That Can Really Benefit Business Owners

7/20/21 7/20/21

AYW Episode 9 - Stress Testing for Successful Business Owners

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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: 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (253) 236-7000