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Advance Your Wealth Episode 19 – A Wealth Planning Process for Pursuing Success On Purpose

Advance Your Wealth Episode 19 – A Wealth Planning Process for Pursuing Success On Purpose

Jun 28, 2022 | Video

May Market and Economic Update – an All Weather Approach

May Market and Economic Update – an All Weather Approach

Jun 14, 2022 | Video

April Market and Economic Update

May 9, 2022 | Investments, Video

Quarterly Market update with Corey Hoffstein

Quarterly Market update with Corey Hoffstein

Apr 26, 2022 | Investments, Video

March Market and Economic Update

Apr 14, 2022 | Investments, Video

Advance Your Wealth Episode 17 – Financial Planning for a Special Needs Child

Mar 22, 2022 | Estate Planning, Video

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  • Advance Your Wealth Episode 19 – A Wealth Planning Process for Pursuing Success On Purpose
  • A Wealth Planning Process for Pursuing Success On Purpose
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  • May Market and Economic Update – an All Weather Approach
  • Money and Happiness: Are You Focused on What Really Matters?
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Our Office

3312 Rosedale St NW Suite 102
Gig Harbor, WA 
98335

Contact Us

(253) 236-7000
info@konvergentwealth.com

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Sat-Sun: Closed

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Homer Smith & Melissa Cournyer | 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (253) 236-7000
David Stuehling | 2754 NW Crossing Drive, Suite 204, Bend, OR 97703 | (541) 210-5600
Eric Daniel | 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (805) 444-6729

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor. 

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