Convergence Wealth Partners
Wealth Architecture at its finest. You have worked hard to create your lifestyle. We are a human centered wealth architecture company. We help ensure your plan is optimized for tax efficiency, wealth enhancement, wealth preservation, wealth transfer, and advanced planning.
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- KA
Katie Abbott
Administrative Assistant · Operations
EmailPhone - KG
Kelly Gardner
Transaction Coordinator · Operations
EmailPhone - JJ
John J. Gardner
CEO · General Business & Management
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Convergence Wealth Partners
5 distinct titles indexed · top 5 shown.
- 1administrative assistant
- 1ceo
- 1operations consultant
- 1personal assistant
- 1transaction coordinator
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