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Smart Money Moves to Make While You’re Still Mentally Sharp</strong>

9/6/22 9/6/22

Smart Money Moves to Make While You’re Still Mentally Sharp

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Safeguarding Assets from an Ex-Spouse</strong>

8/29/22 8/29/22

Safeguarding Assets from an Ex-Spouse

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Don’t Leap Before You Look! - The Powerful Benefits of Thoughtful Action

8/22/22 8/22/22

Don’t Leap Before You Look! - The Powerful Benefits of Thoughtful Action

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The Super Rich's Three Big Fears-and How They Work to Overcome Them

8/16/22 8/16/22

The Super Rich's Three Big Fears-and How They Work to Overcome Them

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Estate Planning: Don’t Forget Your Pet!

8/9/22 8/9/22

Estate Planning: Don’t Forget Your Pet!

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Work Smarter—Not Harder!

8/2/22 8/2/22

Work Smarter—Not Harder!

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The Surprising Power of Connectedness</strong>

7/18/22 7/18/22

The Surprising Power of Connectedness

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Wealth Planning for Age 90, 100—and Beyond</strong>

7/12/22 7/12/22

Wealth Planning for Age 90, 100—and Beyond

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Quarterly Market Update

7/6/22 7/6/22

Quarterly Market Update

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A Wealth Planning Process for Pursuing Success On Purpose

6/28/22 6/28/22

A Wealth Planning Process for Pursuing Success On Purpose

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May Market and Economic Update - Month-end Rally Brings the Market Back to Breakeven

6/14/22 6/14/22

May Market and Economic Update - Month-end Rally Brings the Market Back to Breakeven

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Money and Happiness: Are You Focused on What Really Matters?

6/7/22 6/7/22

Money and Happiness: Are You Focused on What Really Matters?

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Getting Your Heirs Ready for Wealth

5/31/22 5/31/22

Getting Your Heirs Ready for Wealth

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Advance Your Wealth Episode 18 – Getting Your Heirs Ready for Wealth

5/31/22 5/31/22

Advance Your Wealth Episode 18 – Getting Your Heirs Ready for Wealth

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How to Connect with Practically Anyone—and Get Results

5/16/22 5/16/22

How to Connect with Practically Anyone—and Get Results

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How Playing the Long Game Could Help Build Wealth and Success

5/16/22 5/16/22

How Playing the Long Game Could Help Build Wealth and Success

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April Market & Economic Update – Market Tumbles Back to One Year Lows

5/9/22 5/9/22

April Market & Economic Update – Market Tumbles Back to One Year Lows

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March Market and Economic Update Blog

4/14/22 4/14/22

March Market and Economic Update Blog

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Making Philanthropy a Family Affair

4/5/22 4/5/22

Making Philanthropy a Family Affair

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To Make It Big, Know Your Course - and Stay the Course

3/29/22 3/29/22

To Make It Big, Know Your Course - and Stay the Course

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

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