Edward Jones - Financial Advisor: Patrick M Smith, CFP®|CRPC™

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Konvergent Wealth Partners is a trusted financial firm based in Gig Harbor, WA, dedicated to partnering with successful families and business owners to advance their wealth. With a team of experienced thought leaders, they focus on eliminating financial noise, aligning values with actions, and expanding options to help clients define and achieve their ideal path to significant wealth. The firm offers specialized services such as business owner planning through the Konvergent Business Accelerator, individual planning with a focus on wealth management, and advanced solutions like the Konvergent Virtual Family Office for high net worth individuals. By providing comprehensive planning, strategic solutions, and personalized attention, Konvergent Wealth Partners empowers clients to optimize their financial future and work towards a fulfilling life of significance.Generated from the website