Where your goals and our guidance converge.

Get In TouchAbout Konvergent
01

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.

02

Our Approach

We provide the financial roadmap and the reassurance as they go through life’s transitions so they can live comfortably and purposefully with their wealth.
03

Our Mission

Through our experience, creative mindset and time-tested process, we guide business owners, entrepreneurs and wealth creators in increasing their impact. We cannot predict the future but we can help prepare you for whatever tomorrow may bring.

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.

The Key to Optimizing Your Business

Discover how you can optimize your business and personal plan to be prepared for whatever comes next.

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