What We Do
At konvergent wealth partners, we help our clients quiet the noise that surrounds them in their business and personal life so they can find clarity, strength and purpose for themselves, their family and their community.
Our Approach
Our Mission
About
About Our Firm
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Venture & Growth
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Private Equity
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Stats
By the Numbers
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$M Invested
Companies Financed
Managed Funds
Years Of Experience
Lifetime Income Model™
As essential as it is to save for your future, it is just as vital to have a solid plan for drawing income during retirement. Our Lifetime Income Model™ is designed to analyze and implement a strategic retirement income distribution plan with the goals of increasing your income and minimizing risk.
The Integrated Family Office™
Our mission is to protect and foster family wealth throughout future generations. From prioritizing goals using a cross disciplinary approach to deliberate conversations surrounding your family’s ambitions, we deliver value by providing a dedicated staff to manage all areas of your wealth. This dynamic relationship means we can implement efficient, impactful strategies quickly based on family decisions, political tensions or tax changes.
The Integrated Business Alliance™
We provide a comprehensive platform for business owners to access the necessary expertise for their complex planning, consulting and exit transaction needs. Our coordinated approach to exit planning quantifies the financial impact of various exit options for the family and the business. As your advocate, we align the business decisions being made today with your family’s wealth management goals.
The Legacy Discussion™
Estate planning is often among the least prioritized financial considerations – but is in fact among the most important. Our team can help you determine how you would like your assets to be distributed when you’re gone, how much control your heirs should have, and how to minimize the tax burden on your family.