Our Solutions

Wealth Management

Wealth Management to us goes well beyond the traditional Investment Management you may be familiar with. The real value comes from our highly personalized Advanced Planning process. This approach helps you integrate the various moving pieces of your financial plan. Our Retirement Income Optimizer, Wealth Enhancement, Investments, Wealth Protection, Charitable Giving, and Wealth Transfer work together to form the Konvergent Wealth Formula.

Virtual Family Office

Take wealth management to the next level with the Konvergent Virtual Family Office. It’s challenging to meet with four or five separate professionals and have to tell your same story over and over again. With a virtual family office, you have one Wealth Optimizer who takes the time to understand your family, your needs, and your goals. This structure ensures everything is coordinated smoothly and your family’s best interests are consistently taken care of.

Wealth Management

Wealth Management to us goes well beyond the traditional Investment Management you may be familiar with. The real value comes from our highly personalized Advanced Planning process. This approach helps you integrate the various moving pieces of your financial plan. Our Retirement Income Optimizer, Wealth Enhancement, Investments, Wealth Protection, Charitable Giving, and Wealth Transfer work together to form the Konvergent Wealth Formula.

Virtual Family Office

Take wealth management to the next level with the Konvergent Virtual Family Office. It’s challenging to meet with four or five separate professionals and have to tell your same story over and over again. With a virtual family office, you have one Wealth Optimizer who takes the time to understand your family, your needs, and your goals. This structure ensures everything is coordinated smoothly and your family’s best interests are consistently taken care of.

Konvergent Business Accelerator

How prepared are you and your business to survive and thrive in today’s world? The Konvergent Business Accelerator is a streamlined program that works to eliminate mistakes and capitalize on opportunities. Whether you are looking to keep your business afloat, take advantage of this time to grow, or are ready to start planning your exit – the Konvergent Business Accelerator is your path to reliable profits and defendable equity value.

Your business may be your baby, but potential buyers or investors don’t see it the same way. By learning how to see your business from the buyer perspective, we can help you identify gaps and opportunities that make a meaningful difference in your ability to achieve your goals effectively.

This approach helps you to organize and implement a plan that takes you from growth to an exit that is in alignment with your goals and aspirations. Your family, vacations, and retirement await!

Konvergent Business Accelerator

How prepared are you and your business to survive and thrive in today’s world? The Konvergent Business Accelerator is a streamlined program that works to eliminate mistakes and capitalize on opportunities. Whether you are looking to keep your business afloat, take advantage of this time to grow, or are ready to start planning your exit – the Konvergent Business Accelerator is your path to reliable profits and defendable equity value.

Your business may be your baby, but potential buyers or investors don’t see it the same way. By learning how to see your business from the buyer perspective, we can help you identify gaps and opportunities that make a meaningful difference in your ability to achieve your goals effectively.

This approach helps you to organize and implement a plan that takes you from growth to an exit that is in alignment with your goals and aspirations. Your family, vacations, and retirement await!

Konvergent Virtual Family Office

Optimize your financial world.

It is our mission to protect and foster family wealth throughout future generations. The virtual family office does this by combining premium wealth management with robust attentiveness to your administrative and lifestyle matters. Three primary components fit together to create one holistic and interconnected framework.

Relationship

You work with professionals who take the time to understand where you’re coming from on a deeper level. This creates highly personalized strategies and helps you make more informed decisions.

Synergy

You work with a team of coordinated professionals with advanced capabilities and access to top of the line specialists. This enables us to deliver even the most specialized solutions to meet your unique goals.

Systematize

This kind of commitment allows us to clearly identify and address mistakes and find overlooked opportunities. Systematic processes are put in place to ensure you stay up to date in your approaches.

A virtual family office is not automatically for everyone. Konvergent Wealth Management may well have you covered. But if you have a more complex financial life, the virtual family office provides the comprehensive planning you need to reach your goals.

Legacy Planning • Business Planning • Trust Company Services
• Lifestyle Management • Philanthropy • Family Governance

Konvergent Wealth Management

At Konvergent Wealth Partners, we take a comprehensive approach to wealth management. Our Advanced Planning process looks at every aspect of your financial condition from tax planning and investments to retirement and estate planning.

Having this analysis of your financial condition helps put everything in perspective so you can set more effective goals. We can coordinate all aspects of your financial life to enable your various financial advisors to work as a team. With a team of professionals working in your best interest, decision-making gets much easier and you get to focus on what matters most to you.

Tax Planning and Coordination • Investment Management • Retirement Income Optimizer • Wealth Enhancement • Wealth Transfer • Legacy & Estate Planning • Wealth Protection
• Charitable Giving • Relationships Management

Retirement Income Optimizer

Get on the road to a peaceful and secure retirement. Even if that is years away, now is the time to plan. As the value of Social Security decreases and the cost of living rises, having a comprehensive financial plan for retirement is becoming more and more important.

The Konvergent Retirement Income Optimizer allows you to set up a solid plan for drawing income during those work-exit years.. We align your distribution strategy with your goals by utilizing the best technology available to optimize your income from a tax, asset allocation and longevity perspective. By setting up a plan now, you can look forward to a satisfying retirement spent with the people you love and doing what you want to do.

Legacy and Estate Planning

No one likes to think about the inevitable endgame, but it is one of the most important things to consider. The financial confidence that comes with knowing your family or charities will be taken care of after you’re gone is a priceless feeling. We help you decide how you want your assets distributed, how much control your heirs should have, and key ways to minimize the tax burden on your family.

Wealth Protection

You’ve put blood, sweat, and tears into building your wealth. We are here to make sure you don’t lose it. Wealth Protection safeguards your assets from frivolous lawsuits or divorce that can wreak havoc on your financial health.

Konvergent Wealth Partners helps you take the necessary steps to protect your wealth before a claim ever gets made. We’ll assess any high-probability risks and make sure you have the right kinds and amounts of liability insurance. This ensures that you don’t lose the wealth you
have worked so hard to build.

Start advancing your wealth today

You will come away with an actionable plan for your business and personal planning that you can set in motion immediately. This process alone is worth more than $5,000 of time and resources, but Konvergent is offering this complimentary call to you at no cost.
We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.