Summit Wealth Management

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

The advisor listed is an Ameriprise financial advisor in Bremerton. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. How will you be brilliant? We can help.We're not only in the business of helping you pursue your wealth. We're also in the business of helping you grow your financial confidence in the future. We'll help you balance pursuing your dreams for tomorrow with what you want today. We'll use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. We're here to help you live the life you've earned. When you have the right advisor, life can be brilliant.

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