Our Value

Lifetime Income Model™

Although your retirement may be years away, it is never too early – or too late – to begin implementing a plan. 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.

At konvergent wealth partners, 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. In addition, the Lifetime Income Model may provide a level of tax efficiency and help preserve assets.

Inflation, taxes, investment performance, and longevity can all impact your retirement income needs. The Lifetime Income Model can help illustrate how long your money may last so you can plan your lifestyle accordingly. With many of us now spending a quarter of our lives in retirement, we can help you navigate these complexities.

The Integrated Family Office™

High Net Worth individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our financial professionals guide you through all market conditions, offering valuable counsel and insight every step of the way.

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™

Clients with complex financial lives find it difficult to access the independent, objective advice needed to address, strategize and integrate their personal wealth management and business planning needs. Our team brings structure and intention to the management, distribution and transfer of your wealth.

What’s next for your business? Planning ahead can be complicated. Our goal is to help owners identify opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch.

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.

​No Strategy assures success or protects against loss.

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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