Media | Press

Konvergent Wealth Partners is in the news!

Read the latest news about Kongergent Wealth Partners and our team members!

Private Wealth Magazine article featuring Homer Smith

Why The Ultra-Wealthy Prefer High-Performing Multi-Family Offices

“In a series of research studies over the last five years, the ultra-wealthy—defined as having a net worth of US $30 million or more—strongly prefer working with multi-family offices than other types of advisors including financial planners, wealth managers, and private bankers. This is a worldwide phenomenon. Moreover, the appeal of multi-family offices exponentially increases as the wealth levels arithmetically increase.”

Feb, 14 2022   Read more…

Private Wealth Magazine article featuring Homer Smith

What It Takes To Create A Family Dynasty

“A family dynasty is defined as a cohesive economic entity where the perpetuation of family wealth, values and objectives lasts for five or more generations. About 60% of ultra-wealthy families (net worth = US $30 million or more) find the concept of a family dynasty appealing. “

Jan, 30 2022   Read more…

Private Wealth Magazine article featuring Homer Smith

How To Lower Income Taxes And Build Significant Retirement Wealth

“A mistake many business owners and professionals make is not choosing the right defined benefit plan that best matches their needs and financial goals. Some plans enable putting away hundreds of thousands and potentially millions of dollars. All of which is tax deductible. However, there are multiple options as to which type of plan to utilize to enhance their individuals benefits based on their particular needs.“

Jan, 17 2022   Read more…

Private Wealth Magazine article featuring Homer Smith

The Wealthy Want The Same Advantages Single-Family Offices Can Deliver

“Single-family offices are proving to be the preferred way the super-rich (net worth = US $500 million or more) optimize their financial and personal lives. The power of the family office model has become well recognized by wealthy individuals and families that are far from super-rich.”

Dec, 20 2021   Read more…

Kiplinger Article by Homer Smith

Why 99% of Business Owners are Leaving Money on the Table
From starting your business to running it, growing it and finally setting it up for a successful transition when the time comes, there are a host of challenges to overcome … and only a handful get it all right. Most end up leaving a lot of money on the table, one way or another.

July 11, 2021   Read more…

GlobenNewsWire

Integrated Partners Welcomes Konvergent Wealth Partners; Opens Seattle, WA, and Bend, OR Offices

$200M advisory team, formerly known as Hearthstone Wealth Management, joins Integrated from Ameriprise and is headed by Homer Smith and Dave Stuehling. The firm has chosen Fidelity as their custodian of choice and will be focusing on serving business owners and clients with complex financial planning requirementsRead More…

Financial Advisor News

Melissa Cournyer Brings $90M AUM To Integrated D/B/A Konvergent

Private wealth advisor Melissa Cournyer has joined Integrated Partners d/b/a Konvergent Wealth Partners in Gig Harbor, Wash., the company announced Monday.

BrokerCheck reports that Cournyer was formerly with Bankers Life Advisory Services, Inc. A press release announcing the affiliation reported that she brings a $90 million book of business to her new affiliation with Integrated d/b/a Konvergent, led by Homer Smith.  Read More…

Family Wealth Report

Joining Integrated is a firm led by former advisors at Ameriprise.

Integrated Partners, the US financial planning and advisory group, has brought a $200 million (AuM) Seattle-based business, Konvergent Wealth Partners, under its roof.

Konvergent is led by partners Homer Smith and Dave Stuehling, advisors who had spent most of their careers at Ameriprise. The business was formerly known as Hearthstone Wealth Management. Read More…