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Konvex Wealth
Finance · Washington, United States · 11-50 Employees
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Overview
Headquarters
3220 Rosedale St Ste 200, Gig Harbor, Wa...Phone Number
(253) 525-5400Website
www.konvexwealth.comRevenue
<$5 MillionIndustry
About Konvex Wealth
Konvex Wealth specializes in providing financial planning services to families and small business owners, helping them navigate financial uncertainties and achieve clarity and confidence in their finances. The company offers personalized strategies tailored to individual goals, ensuring clients can make informed decisions for their future. With a focus on tax efficiency and estate planning, Konvex Wealth aims to simplify complex financial situations and support clients through life's changes. Their approach includes a discovery meeting, a review of the financial landscape, and the implementation of a personalized plan to foster financial clarity.Explore more
SIC Code 62,628NAICS Code 52,523Show moreKonvex Wealth Org Chart
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Konvex Wealth Tech Stack
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Konvex Wealth specializes in providing financial planning services to families and small business owners, helping them navigate financial uncertainties and achieve clarity and confidence in their finances. The company offers personalized strategies tailored to individual goals, ensuring clients can make informed decisions for their future. With a f... Read More
