Konvergent Wealth Partners

EST. AUM
$0

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CLIENT ACCOUNTS
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Firm Details

Metro area Seattle
CRD Number 325111
Website konvergentwealth.com
Client types

Overview

Konvergent Wealth Partners is an independent SEC-registered investment advisory firm headquartered in Gig Harbor, Washington. The firm provides comprehensive wealth management, investment management, retirement planning, estate planning, tax optimization, business transition planning, and family legacy advisory services. It primarily serves successful business owners, affluent families, executives, and high-net-worth individuals through personalized financial strategies. The firm follows its proprietary "Konvergent Way™" process to integrate financial planning, investment management, tax coordination, and wealth transition planning. Konvergent emphasizes long-term advisory relationships focused on helping clients navigate complex financial transitions with clarity and confidence.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Konvergent Wealth Partners

Platform Details

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