Media | Press
Konvergent Wealth Partners is in the news!
Read the latest news about Kongergent Wealth Partners and our team members!
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…
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 requirements. 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…
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…