Konvex Wealth

Konvex Wealth At Konvex Wealth, we help families, professionals, and business owners gain clarity and confidence in their financial future.

Our personalized approach blends investment management, retirement and tax planning, insurance consulting, and estate strategies—so every decision supports the life and legacy you’re building. We believe financial planning isn’t just about numbers—it’s about people, purpose, and the peace of mind that comes with knowing you’re on the right path.

Four events. Four chances to invest in your future. 🙌Whether you’re curious about crypto, planning your legacy, navigati...
04/28/2026

Four events. Four chances to invest in your future. 🙌

Whether you’re curious about crypto, planning your legacy, navigating college costs, or building long-term wealth, we’ve got something for you!

Let’s make what’s next feel a whole lot clearer. ✨

REGISTER FOR CRYPTO WEBINAR HERE:
https://bit.ly/crypto101konvexwebinar

REGISTER FOR WOMEN, WINE & WILLS HERE:
https://bit.ly/WomenWineWills0512

REGISTER FOR WEALTH & WISDOM HERE:
https://bit.ly/KonvexWealthandWisdom

REGISTER FOR STUDENT LOAN PLAYBOOK HERE:
https://bit.ly/KonvexCollegeFundingPlaybook

Friday Celebrations! ✨The Konvex team had a fabulous time yesterday enjoying sweet treats and celebrating Bethany’s well...
04/25/2026

Friday Celebrations! ✨

The Konvex team had a fabulous time yesterday enjoying sweet treats and celebrating Bethany’s well deserved promotion!

Big moves look good on you 💙

04/23/2026

Curious about crypto but not sure where to start?

We’re hosting a webinar to walk through what it is, why it matters, and how it could (or couldn’t) fit into your financial picture.

Join Melissa Cournyer and Eric Lowell for a straightforward, educational conversation—no pressure, just insights.

📅 May 15
⏰ 4–5 PM PT

Register through the link in bio.

Sip, learn, and plan with intention 🍷✨Join us for Women, Wine & Wills with Melissa Cournyer and Estate Attorney Jenny Li...
04/17/2026

Sip, learn, and plan with intention 🍷✨

Join us for Women, Wine & Wills with Melissa Cournyer and Estate Attorney Jenny Ling—an evening focused on estate planning, protecting your legacy, and gaining clarity.

📅 May 12
⏰ 6–8 PM
📍 Structure Cellars Winery | Tacoma

Reserve your spot:
https://www.eventbrite.com/e/women-wine-wills-tickets-1986350661299?aff=Konvex

Crypto is everywhere right now—but what does it actually mean for you?Join us on May 15th for an educational webinar whe...
04/13/2026

Crypto is everywhere right now—but what does it actually mean for you?

Join us on May 15th for an educational webinar where we break it all down—what crypto is, why it’s gaining attention, how it works, and what to consider before investing.

No hype. Just clarity.

📅 May 15, 2026
⏰ 4–5 PM PT | 6–7 PM CT

Link in bio to register.

https://us06web.zoom.us/webinar/register/WN_DQJNo_8oSyaMOr6x4aOPxw #/registration

We’re excited to share that Bethany has been promoted to Director of Client Services! Bethany has played an important ro...
04/02/2026

We’re excited to share that Bethany has been promoted to Director of Client Services!

Bethany has played an important role in supporting both our clients and our team, always creating a positive client experience.

Her dedication, attention to detail, and positive attitude make a difference every day, and we are so grateful to have her as part of the Konvex team.

Please join us in celebrating Bethany and this exciting next chapter! 🎉

We’re excited to share that Kate Ruff has been promoted to Chief Operating Officer!Since day one, she’s been a driving f...
03/25/2026

We’re excited to share that Kate Ruff has been promoted to Chief Operating Officer!

Since day one, she’s been a driving force behind Konvex, leading with intention, bringing clarity to complexity, and strengthening the connections that matter most to our team and our clients.

We’re so grateful to have her on this journey with us and are excited for what’s ahead.

Join us in celebrating Kate and this exciting next chapter! 🎉

Meet the Team Monday! ✨Meet Melissa! As CEO & Private Wealth Advisor, Melissa is passionate about helping individuals an...
03/24/2026

Meet the Team Monday! ✨

Meet Melissa! As CEO & Private Wealth Advisor, Melissa is passionate about helping individuals and families create clarity, confidence, and purpose around their financial lives. She is dedicated to building meaningful relationships with her clients and guiding them through life’s biggest financial decisions every step of the way.

Outside the office, Melissa loves traveling with her husband Chris, spending time with their dog Maggie, and making memories with her family. Whether she’s exploring a new country, enjoying time with loved ones, or cheering on the Seahawks, she believes life is meant to be lived and enjoyed along the way. 💙

Mark your calendars! Our upcoming event lineup is full of opportunities to learn and connect ✨April 24th: Cryptocurrency...
03/20/2026

Mark your calendars! Our upcoming event lineup is full of opportunities to learn and connect ✨

April 24th: Cryptocurrency Webinar with Bitwise 💻
May 12th: Women, Wine & Wills 🍷
July 8th: Student Loan & Debt Webinar 🎓

We had officially stopped bidding…and somehow STILL won an Olalla Winery Sommelier Experience?! 🍷✨ The surprise made it ...
03/18/2026

We had officially stopped bidding…and somehow STILL won an Olalla Winery Sommelier Experience?! 🍷✨ The surprise made it that much sweeter! Cue the celebration! 🥳

Address

3220 Rosedale Street NW, Suite 200
Gig Harbor, WA
98335

Telephone

+12535255400

Website

https://www.eventbrite.com/e/women-wine-wills-tickets-1982467100464?utm-campaign=social&ut

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