Resources  •  Insights

Stay informed

Subscribe to our podcast

8/31/21 8/31/21

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

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

6/29/21 6/29/21

Financial Experts Caution Biden’s Capital Gains Proposal May Impact Small Business Owners

5/18/21 5/18/21

Advance Your Wealth - Episode 13 - April Market Update

5/18/21 5/18/21

April Market & Economic Update - Market Struggles to Maintain Gains as Treasury Yields Surge

Approach

Our Process
Our Philosophy
Our Services

Resources

Client Portal
Articles
Videos

About

About Us
Our Team
Homer Smith IV

Connect

Contact Us
Book a Meeting
Get Directions

Solutions

$30+ million
$10-30 million
$2-10 million

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, Melissa Cournyer, Eric Daniel & Guy Ridout III: 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (253) 236-7000

Harrison Till: 1512 Palisade Avenue Suite 8B, Fort Lee, NJ 07024 | (973) 714-8060
12555 High Bluff Drive Suite 210, San Diego, CA 92130 | (973) 714-8060