# Konvergent Wealth Partners
Source: https://planprovider.pro/provider/konvergent-wealth-partners

> Konvergent Wealth Partners is a registered investment advisor dedicated to guiding high-net-worth individuals and families through complex financial transiti…

Retirement Plan Advisor

Gig Harbor, WA

## About Konvergent Wealth Partners

Konvergent Wealth Partners is a registered investment advisor dedicated to guiding high-net-worth individuals and families through complex financial transitions. Based in Gig Harbor, WA, the firm offers comprehensive wealth management services designed to align wealth with personal values and life goals. Their expertise spans business transition guidance, wealth transition guidance, asset protection management, philanthropic planning, tax planning and optimization, and investment management. Konvergent Wealth Partners emphasizes simplifying financial complexity to provide clarity and confidence, helping clients navigate significant life events such as business exits, estate planning, and retirement preparation. They serve distinct client segments: 'Significant families' with net worths above $50 million, 'Legacy builders' (successful business owners and families worth $25 to $50 million) focusing on liquidity events, and 'Wealthy achievers' (executives and entrepreneurs with a net worth of $0 to $25 million). Their unique 'Konvergent Way™' process focuses on simplifying, roadmap building, and guiding the client's financial journey to achieve significance beyond success. Konvergent Wealth Partners serves clients primarily from their Gig Harbor, WA office. Through proactive leadership and decades of experience, Konvergent Wealth Partners aims to optimize clients' financial worlds, enabling them to focus on family, legacy, and purpose.

Website: [https://konvergentwealth.com/](https://konvergentwealth.com/)

## Office Locations

- Gig Harbor, WA (Headquarters)

## Services Offered

- Plan Design Consulting

- 3(21) Investment Advisor

- Participant Investment Advice

## Team Members

- **Homer S Smith IV**, Founder and CEO

- **Eric Daniel**, Private Wealth Advisor

- **Guy P Ridout III**, Vice President, Retirement Plan Growth Strategies

- **- Dwight Anderson**, Investment Specialist

- **- Mary Wotherspoon**, Client Service Manager

- **Maxwell Graber**, Private Wealth Advisor

- **- Heather Smallwood**, Senior Client Service Associate

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