Konvergent Wealth Partners

About Konvergent Wealth Partners

<p>Business exits and other liquidity events are a primary focus at this advisory firm based in Gig Harbor on the Kitsap Peninsula near the Tacoma–Seattle metro. Konvergent Wealth Partners is a registered investment advisor that works with individuals and families through major financial transitions and long-range planning.</p> <p>For retirement plans, the firm provides plan design support, acts as a 3(21) co-fiduciary advisor, and offers participant advice. It also handles investment management and planning work tied to business transition guidance, wealth transition guidance, asset protection management, philanthropic planning, and tax planning and optimization.</p> <p>Konvergent Wealth Partners groups its clients into three segments: “Significant families” (net worth above $50 million), “Legacy builders” (business owners and families with $25 to $50 million) preparing for liquidity events, and “Wealthy achievers” (executives and entrepreneurs with net worth of $0 to $25 million).</p> <p>What differentiates the firm is its “Konvergent Way™” process, which centers on simplifying decisions, building a clear roadmap, and guiding clients through the steps that follow major life events such as estate planning and retirement preparation.</p> <ul> <li>Plan design for employer retirement plans</li> <li>3(21) fiduciary co-advice for plan sponsors</li> <li>Participant advice and education support</li> <li>Business and wealth transition planning</li> <li>Tax planning and optimization, philanthropy, and asset protection management</li> </ul>

Website: https://konvergentwealth.com/