Which Financial Advisor Should You Choose in Gig Harbor, WA?

Konvergent Wealth Partners provides tailored wealth management solutions for high net worth families and business owners navigating complex financial transitions. Our services focus on legacy planning, asset protection, and strategic investment management to help clients achieve long-term financial clarity and security. We specialize in guiding clients through pivotal life events with personalized, integrated financial strategies.

Phase 2 Wealth Advisors offers comprehensive financial planning and investment advisory services designed to simplify wealth management. Specializing in retirement, tax, and legacy planning, we help clients build strategies aligned with their life goals. Our team combines personalized service with proven investment methodologies to deliver long-term financial clarity.

Summit Financial is a client-driven financial advisory firm specializing in wealth management, retirement planning, and estate strategies. We guide individuals and families in creating personalized financial plans that align with their life goals and values. Headquartered in Gig Harbor, WA, we combine fiduciary responsibility with access to national resources through our partnership with Commonwealth Financial Network.