Konvergent Wealth Partners is in the news!
Read the latest news about Konvergent Wealth Partners and our team members!
In the press | Media
Integrated Partners Welcomes Konvergent Wealth Partners; Opens Seattle, WA, and Bend,
$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…