SolutionsOptimize your wealth
At Konvergent Wealth, we offer targeted strategies designed to meet your unique financial goals, whether you’re building, preserving, or passing down your wealth.
We avoid one-size-fits-all solutions, understanding that each client’s financial journey is unique. Whether you’re managing significant wealth, building a legacy, or growing your assets for the future, our solutions bring together a mix of best-in-class services tailored to help you navigate life’s most complex transitions and transactions with confidence, clarity, and control. Explore our wealth management solutions to find the right fit for your life’s needs.
Significant families
$30+ million
For families of significant wealth, our focus is on preserving your legacy and aiming for your desires to be carried out in future generations. Our expert guidance helps you navigate complex financial decisions with confidence, ensuring every aspect of your financial world is optimized.
Legacy builders
$10–30 million
As a legacy builder, your goal is to grow your wealth while passing down your values. We offer tailored solutions that preserve and build your financial future and fortune, helping you create a lasting impact for your family and the communities you care to support over the long haul.
Wealthy achievers
$2–10 million
For those focused on financial growth and security, we provide strategies that preserve your assets, generate sustainable income, and strive to prepare you for a comfortable retirement, whether your appetite for risk is high or more guarded. Our team is here to help you ensure that your wealth lasts.
If you are an emerging achiever with a net worth under $2 million, we also offer direct connections to wealth management partners designed to customize your wealth growth and protection strategies. Contact us.
Pursue your family’s financial future, build a lasting legacy, and navigate key life transitions with confidence.
