Solutions  •  Services

Create confidence

Our best-in-class financial services, blended with our unique approach are the foundations upon which we create targeted wealth management solutions for clients like you.

Discover the wealth management services you need

Business transition guidance

Navigate business transitions with strategic insights for a seamless exit. Our team strives for every aspect of your transition is addressed, from valuation to succession, enabling you to exit on your terms and maximize your legacy.

Wealth transition guidance

Guide family transitions with estate planning solutions for long-term security and harmony. We help families preserve and transfer wealth effectively, offering tools for a smooth transition that respects both financial and family values.

Tax planning and optimization

Optimize your tax strategy striving to minimize liabilities and maximize savings. Our approach considers both short- and long-term tax implications, striving for your plan to align with your broader financial goals.

Asset preservation management

Safeguard your assets with comprehensive preservation strategies. We help you build a strong defense against potential threats, from legal liabilities to market risks, preserving your wealth over time.

Investment management

Manage investments strategically aiming to achieve your life’s goals with confidence. Our investment strategies are tailored to your unique risk tolerance and financial aspirations, allowing you to focus on what matters most.

Philanthropic planning

Design impactful philanthropic strategies to align your giving with your values. We help you make meaningful contributions that reflect your personal beliefs, creating a legacy of positive change that lasts well beyond your lifetime.

Retirement planning

Create a retirement plan that strives for financial stability and supports your ideal lifestyle. We help you design a strategy that addresses your income needs, healthcare considerations, and legacy goals, so you can retire with confidence.

Concierge services

Enjoy exclusive, personalized support for all your wealth management needs. Our concierge services provide a single point of contact for everything from financial planning to lifestyle assistance, ensuring a seamless experience.

And more…

Schedule a call today to discover the tailored wealth management solutions that meet your unique needs. At Konvergent, we’re dedicated to helping you reach your financial goals with strategies that are as unique as you are.

Discover the mix of financial services that will help you navigate key life transitions with the confidence, clarity, and control you deserve.