Resources   •   FAQs

You have questions

Financial clarity is within reach. At Konvergent, we’re dedicated to answering your questions and helping you discover the best path forward. Move forward with confidence.

We know that wealth management can feel complex. That’s why we believe in providing clarity at every step of your financial journey. Below, we’ve answered some common questions about our solutions, approach, services, and company.

But the best way to answer all your questions is to book a meeting today.

  • Our first, no risk, 30-minute Discovery session enables us to ask the essential questions that enable us to create immediate value for you, your business, and your family. Come with the questions you want to ask, but more importantly, come with the outcomes you want to achieve.

  • The Konvergent Wealth Formula is our comprehensive approach to wealth management that goes beyond traditional investment management. It integrates tax planning, retirement income strategies, and wealth transfer planning to ensure all aspects of your financial life are optimized and working in harmony.

  • Our Virtual Family Office brings together a team of experts to coordinate all your financial matters, from investment and tax strategies to estate and succession planning. This holistic approach helps us identify and address potential financial risks while discovering opportunities for growth, ensuring that your family’s wealth is managed with precision and care.

  • The Konvergent Business Accelerator is designed to help business owners identify key opportunities and risks within their business. Whether you’re recovering from a financial setback or planning an exit strategy, this step-by-step process provides actionable insights to drive sustainable growth and profitability.

  • Advanced Planning is a personalized approach that considers every aspect of your financial life. It goes beyond basic financial advice by integrating investment management, retirement planning, wealth protection, and charitable giving strategies. This cohesive approach helps you achieve long-term financial security and peace of mind.

  • The Retirement Income Optimizer is our specialized process that focuses on increasing your retirement income while minimizing tax impact. This strategy ensures you have a reliable income stream in your retirement years, aligned with your long-term goals and lifestyle needs.

Still have questions? We’re here to deliver you the answers you’re looking for—even if they’re not the ones you hope to hear.