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We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

Business Owner Planning

Family Office

Wealth Management

High Net Worth

Wealth Distribution Strategies

Legacy and Estate Planning

Insurance Strategies

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.