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Konvergent Wealth Partners

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Gig Harbor, WA
Konvergent Wealth Partners

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Konvergent Wealth Partners, Financial planner, 3312 Rosedale Street NW Suite 102, Gig Harbor, WA.

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. My Approach

I help a select group of families, usually business owners, quiet the financial noise during life changing financial transitions, so they can experience ease and peac

e of mind for those they care about. Areas of Focus

Wealth Preservation Strategies
Retirement Income Strategies
Estate Planning Strategies
Tax Planning Strategies
Retirement Planning Strategies
Charitable Giving

05/16/2025

Are you building toward freedom or just a new kind of pressure?

I asked Jerome Myers, Founder of Exit to Exodus, how successful founders can avoid post-exit regret — and his advice is eye-opening.

Watch the conversation now or listen on your favorite podcasting platform:
https://bit.ly/43dKLu9

05/14/2025

💬 “Success without significance is an empty win.”

Jerome Myers stopped by our podcast to dive into the Foudner's Exit Paradox and the emotionally-charged challenges that face business owners upon exiting their life's work.

Watch the full conversation or listen on your favorite podcasting platform:
https://bit.ly/43dKLu9

05/12/2025

🎙️ New Episode Now Live!

What happens when the business is sold and the dust settles?

Today on Advance Your Wealth, I talk with Jerome Myers, Founder of Exit to Exodus, about the Founder’s Exit Paradox — and how to navigate the emotional side of your next chapter.

▶️ Listen now: [https://bit.ly/43dKLu9]

05/09/2025

🚨 Most business owners spend years planning their exit strategy…
…but what happens after the sale?

Next week, I’m joined by Jerome Myers — a man who’s redefining how founders think about exits — on the next Advance Your Wealth.

Trust me, you do not want to miss this one.

05/08/2025

"The finish line isn’t the end — it’s a portal." That line from Jerome Myers hit us hard.

Coming up on Advance Your Wealth, we explore what truly comes next for business owners after the exit.

You won’t think about transitions the same way again.

05/07/2025

Have you defined your clear vision for life beyond your business?

Catch the latest episode of our podcast now! https://bit.ly/3Gw4MmQ

05/05/2025

⏰ If you can schedule a work meeting, you can schedule time to design your dream retirement.

Catch the latest episode of our podcast now! https://bit.ly/3Gw4MmQ

05/02/2025

Catch the latest episode of our podcast now! https://bit.ly/3Gw4MmQ

05/01/2025

NEW EPISODE AVAILABLE NOW!

Planning your retirement from a financial perspective is probably one of your most important goals. After all, you want to have enough money to live a good life. But what does that good life look like? If you’re like many people, you may not have defined clearly what your retirement years are going to be all about.

On the latest installment of Advance Your Wealth, we’re examining how you can craft and refine a compelling vision for your retirement.

Watch now, via the link below, or listen on your favorite podcasting platform:
https://bit.ly/3Gw4MmQ

04/30/2025

🚨 Hard-charging professionals and business owners:

Are you setting yourself up for boredom in retirement without even realizing it?

The next episode of Advance Your Wealth goes live tomorrow and reveals why a retirement vision is as important your countless years of business planning!

04/29/2025

💼 You've mastered your business and all of the planning efforts that coincide with it... but have you thought about what your next chapter of life looks like?

In our upcoming episode, we’re exploring the missing piece of most retirement plans — and how you can get it right.

📅 Coming soon!

Address

3312 Rosedale Street NW Suite 102
Gig Harbor, WA
98335

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.konvergentwealth.com/

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