Private Wealth Advisor at Konvergent Wealth, Homer S. Smith, Featured on NBC

GIG HARBOR, Wash. - March 21, 2023 - PRLog -- Homer S. Smith, Private Wealth Advisor at Konvergent Wealth, was recently seen on ABC, NBC, CBS, and FOX network affiliates around the country as a guest on Wall Street Today.

Private Wealth Advisor at Konvergent Wealth, Homer S. Smith, was recently a featured guest on Wall Street Today. The show, which filmed in New York City overlooking Times Square by an Emmy Award winning crew, included guests from around the country who shared their expertise and stories of their success.

Smith was selected because of his expertise in the Wealth Management industry.  As a Wealth Advisor he helps his clients successfully transition to that next act in their lives by creating portfolios for whatever comes next.

About Homer Smith

Homer S. Smith IV, CFP®, CRPC®, BFA™, CBEC™, is a Private Wealth Advisor with over 20 years in the Wealth Management industry.

Homer often works with successful families and business owners that have built incredible financial wealth and are looking to transition to their next act.

But often times they feel frustrated because there is so much noise and uncertainty… with everything going on politically, socially, economically, they are not able to get clarity on how to successfully transition to that next act.

They are a little worried - worried about letting go of their business that has been their identity, worried about not receiving maximum value for their life's work and losing too much of it to taxes, and worried about how they are going to transition their wealth to their family and causes they care about in a way that is meaningful and significant and not destructive.

This is so much bigger than just managing your investments, we do that as well and we believe we have great process around that, but what this is really about is helping our clients successfully transition to that next act in their life.

Homer is married with 2 amazing daughters and enjoys spending time with his girls on their homestead.

Wall Street Today features premier business experts whose Interviews are focused on topics related to their respective industries, and their success in that industry. Wall Street Today provides valuable information for today's business-driven world.