Eliminating the noise surrounding your financial world is an important step that allows you to focus on what you value the most. We believe that if your values, goals, and actions are aligned, you will live a more fulfilling life. Through our planning process, we can help you avoid critical mistakes and take advantage of opportunities for growth, giving you the freedom to choose your ideal path.
Expanding your wealth in the way YOU define it so you can work toward the life of significance you want. Our team of thought leaders brings more than 50 years of industry experience and a commitment to customer service. Our focus is on trust. We'll work closely with you to help you pursue your financial goals.
Expanding your wealth in the way YOU define it so you can work toward the life of significance you want. Our team of thought leaders brings more than 50 years of industry experience and a commitment to customer service. Our focus is on trust. We'll work closely with you to help you pursue your financial goals.
Services
The value of Konvergent Wealth Partners lies in our ability to provide a 360° approach to financial optimization that goes well beyond traditional investment management and financial advice. We handle all angles of your wealth so you can focus on what matters most to you. This Wealth Management Pyramid illustrates what each major type of financial professional offers.
Our team of thought leaders bring over 50 years of industry experience and a commitment to customer service. We take the time to work with our clients to help them pursue their financial goals so they can focus their valuable time on family, career aspirations and retirement.
A Private Wealth Advisor with over 18 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs.His mission is to simplify the lives of his clients by quieting the noise that surrounds them both personally and in their business and allow them to focus on what matters most - their purpose and goals.
A Private Wealth Advisor with over 18 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs.His mission is to simplify the lives of his clients by quieting the noise that surrounds them both personally and in their business and allow them to focus on what matters most - their purpose and goals.
You have worked hard for your wealth. Now it's time for your money to work for you - as often and efficiently as possible. Therefore, the core of our investment philosophy is crafted around the ability to compound returns. Why do people consider investing with an investment firm? Most often, they believe the firm has some unique insight that lets them see into the market future.
Wealth Management to us goes well beyond the traditional Investment Management you may be familiar with. The real value comes from our highly personalized Advanced Planning process. This approach helps you integrate the various moving pieces of your financial plan. Our Retirement Income Optimizer, Wealth Enhancement, Investments, Wealth Protection, Charitable Giving, and Wealth Transfer work together to form the Konvergent Wealth Formula.
On your first Discover Call, we arm you with relevant, thoughtful advice based on a clear and deep understanding of your goals. You will come away with an actionable plan for your business and personal planning that you can set in motion immediately. This process alone is worth more than $5,000 of time and resources, but Konvergent offers this complimentary call to you at no cost.
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