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Managing Your Company’s 401k: Addressing Threats and Seizing Opportunities

9/30/24 9/30/24

Managing Your Company’s 401k: Addressing Threats and Seizing Opportunities

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Navigate the Complexities of Tax-Loss Harvesting

9/24/24 9/24/24

Navigate the Complexities of Tax-Loss Harvesting

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Eight Ways to Boost Your Creativity and Pursue Excellence

9/17/24 9/17/24

Eight Ways to Boost Your Creativity and Pursue Excellence

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Market Update: August 2024

9/5/24 9/5/24

Market Update: August 2024

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Market Update: August 2024

9/5/24 9/5/24

Market Update: August 2024

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Navigating Family Office Models: Tailoring Wealth Management to Your Needs</strong>

8/27/24 8/27/24

Navigating Family Office Models: Tailoring Wealth Management to Your Needs

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Advance Your Wealth Episode 55: Single Family Versus Multi Family Office

8/27/24 8/27/24

Advance Your Wealth Episode 55: Single Family Versus Multi Family Office

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Mastering Longevity: How Smart Habits and Technology Can Extend and Enhance Your Life</strong>

8/20/24 8/20/24

Mastering Longevity: How Smart Habits and Technology Can Extend and Enhance Your Life

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Foiling the Financial Fraudsters</strong>

8/13/24 8/13/24

Foiling the Financial Fraudsters

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Smart Ways to Work on Yourself and Live Your Best Life

8/6/24 8/6/24

Smart Ways to Work on Yourself and Live Your Best Life

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Advance Your Wealth Episode 54: What Does Your Best Life Look Like?

7/30/24 7/30/24

Advance Your Wealth Episode 54: What Does Your Best Life Look Like?

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Beyond Wealth: Defining and Achieving a Life of Significance</strong>

7/30/24 7/30/24

Beyond Wealth: Defining and Achieving a Life of Significance

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Transforming Family Wealth Dynamics

7/23/24 7/23/24

Transforming Family Wealth Dynamics

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Three Signs That Your Professionals Are Exceptional</strong>

7/16/24 7/16/24

Three Signs That Your Professionals Are Exceptional

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Market Update: June 2024

7/9/24 7/9/24

Market Update: June 2024

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Market Update: June 2024

7/9/24 7/9/24

Market Update: June 2024

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A Four-Step Process to Lifelong Learning and Competence</strong>

7/2/24 7/2/24

A Four-Step Process to Lifelong Learning and Competence

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Could Your Family Have an Affluenza Problem?

6/26/24 6/26/24

Could Your Family Have an Affluenza Problem?

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When It’s Time To Update Your Estate Plan

6/18/24 6/18/24

When It’s Time To Update Your Estate Plan

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Market Update: May 2024

6/11/24 6/11/24

Market Update: May 2024

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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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