Where your goals and our guidance converge.

Our Philosophy

At konvergent wealth partners, we help our clients quiet the noise that surrounds them in their business and personal life so they can find clarity, strength and purpose for themselves, their family and their community. We provide the financial roadmap and the reassurance as they go through life’s transitions so they can live comfortably and purposefully with their wealth. Through our experience, creative mindset and time-tested process, we guide business owners, entrepreneurs and wealth creators in increasing their impact.

 

We cannot predict the future but we can help prepare you for whatever tomorrow may bring.

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 

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