We partner with Successful Families and Business Owners to Advance Their Wealth

Our Philosophy

The financial guidance we provide empowers our clients to pursue their personal vision of success through our three-step approach:

  • Quiet the Noise – Eliminating the noise surrounding our clients’ financial world is an important step that allows them to focus on what they value the most.

  • Live in Alignment– We believe that if your values, goals and actions are aligned, you will live a more fulfilling life.

  • Expand Options – Through our planning process, we help clients avoid critical mistakes and take advantage of opportunities for growth, giving them the freedom to choose their ideal path. 

 

The end result: our clients can expand their wealth in the way they define it and work toward an amazing life of significance.

Market Update

Our Value

Lifetime Income Model™

The Integrated

 Family Office™

The Integrated Business Alliance™

The Legacy Discussion™

Homer Smith | 3010 Harborview Drive, Suite 202, Gig Harbor, WA 98335 | (253) 236-7000

David Stuehling | 2754 NW Crossing Drive, Suite 204, Bend, OR 97703 | (541) 210-5600 

 Melissa Cournyer | 3010 Harborview Drive, Suite 202, Gig Harbor, WA 98335 | (253) 236-7000 

 

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.