Homer S. Smith IV, CFP®, CBEC®
A private wealth adviser with over 19 years of industry experience, Homer Smith has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them, both personally and in their business, and allowing them to focus on what matters most – their purpose and goals.
Homer has the unique ability of taking complex strategies and presenting them in a way that is remarkably intuitive and straightforward, so clients can easily grasp the ideas. He provides a deeper level of service for his clients, going beyond investment management and traditional retirement planning to focus on advanced planning areas such as tax mitigation, wealth transfer, charitable giving and family wealth planning.
Homer enjoys spending time with his wife, daughters and their dogs – spending as much time as possible outdoors as they build out their family homestead.
Phone: 253.236.7000 | Email: email@example.com | Website: konvergentwealth.com | FaceBook | Twitter | LinkedIn
Latest articles by Homer S. Smith IV, CFP®, CBEC®
Why 99% of Business Owners are Leaving Money on the Table
small business From starting your business to running it, growing it and finally setting it up for a successful transition when the time comes, there are a host of challenges to overcome … and only a handful get it all right. Most end up leaving a lot of money on the table, one way or another.
It May Be Time to Swap the 60/40 Portfolio for a 40/60 Portfolio Instead
bonds If the traditional “60/40 portfolio” is dead, what should investors do? For a clue, turn to the Chicago Bulls and see what we can learn from the Worm (aka Dennis Rodman), Toni Kukoc and Steve Kerr.
By Homer S. Smith IV, CFP®, CBEC® • Published