Our Solutions

Conversant Wealth offers a full range of financial planning and investment management services, and we collaborate with our clients’ other trusted advisors, such as attorneys and accountants, to create a comprehensive set of holistic solutions. Our approach to investment management focuses on diversification and asset allocation, and portfolios are customized for each client.

As an independent firm, we use an open architecture, which allows us unrestricted access to best-in-class solutions, when researching and recommending stocks, bonds, ETFs, mutual funds, alternative investments, etc.

We have chosen Charles Schwab as our custodian to safeguard our clients’ assets. Additional resources are provided through our relationship with Sanctuary Wealth, an advanced platform designed to empower independent wealth advisors.

The solutions we offer you and your family include:

Retirement Financial
  • Budget and Household Cash Flow Management
  • Wealth Transfer Best Practices
  • Estate Planning (coordinated with your tax & legal counsel)
  • Liability Management
  • Tax Minimization
  • Disciplined Portfolio Management
  • Concentrated Stock Strategies
  • Customized for each client
  • Focused on asset allocation and diversification
  • Retirement
  • Retirement Savings Strategies
  • Retirement Income Feasibility Analysis
  • Retirement Income Maximization
  • Financial Education
  • Education Savings Strategies
  • Multi-generational Education Strategies
  • Risk Protection
  • Life Insurance to Protect Your Loved Ones
  • Long-Term Care Insurance to Protect Your Assets
  • Guaranteed Lifetime Annuity Income to Protect Your Income & Lifestyle