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November Market & Economic Update

Dec 7, 2022 | Video

https://youtu.be/oyQKYzHzyLc

April Market and Economic Update

May 9, 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

Advance Your Wealth Episode 16 (It’s Time to Review that Trust)

Feb 23, 2022 | Video

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Recent Posts

  • Keeping Those New Year’s Resolutions
  • Advance Your Wealth Episode 59 – The Biggest Scale Traps for Business Owners
  • Advance Your Wealth – Episode 58 – How the Election Results Will Impact Your Financial World
  • 2024 October Market Update
  • ­­Developments over the Past Month­­

Our Office

3312 Rosedale St NW Suite 102
Gig Harbor, WA 98335

Contact Us

(253) 236-7000
info@konvergentwealth.com

Office Hours

Mon-Fri: 9am – 5pm
Sat-Sun: Closed

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Homer Smith, Melissa Cournyer, Eric Daniel & Guy Ridout III
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

Harrison Till
1512 Palisade Avenue Suite 8B, Fort Lee, NJ 07024 | (973) 714-8060
12555 High Bluff Drive Suite 210, San Diego, CA 92130 | (973) 714-8060

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

Click on the links for a copy of the Firm ADV and Client Relationship Summary

© Konvergent Wealth Partners. All rights reserved.