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.

Interested in Crypto?Join us for an informational webinar on Oct 21st at 4 pm PT / 6 pm CT!
09/02/2026

Interested in Crypto?
Join us for an informational webinar on Oct 21st at 4 pm PT / 6 pm CT!

Medicare doesn’t have to be confusing.Join Konvex Wealth Private Wealth Advisors Erwin Reguindin and Charles Clark for T...
08/25/2026

Medicare doesn’t have to be confusing.

Join Konvex Wealth Private Wealth Advisors Erwin Reguindin and Charles Clark for The ABCs of Medicare, a live webinar covering the Medicare essentials you need to know, from understanding your coverage options to preparing for important 2027 updates and changes.

Whether you’re approaching Medicare eligibility or already enrolled, this webinar will help you better understand your options and what’s ahead.

Thank you The Mustard Seed Project of Key Peninsula for having us! We appreciated the opportunity to connect with the co...
08/08/2026

Thank you The Mustard Seed Project of Key Peninsula for having us! We appreciated the opportunity to connect with the community and share helpful information on estate and retirement planning.

An exciting season of learning, connection, and empowerment is ahead! ✨Join Konvex Wealth for upcoming conversations on ...
08/07/2026

An exciting season of learning, connection, and empowerment is ahead! ✨

Join Konvex Wealth for upcoming conversations on Medicare, real estate, estate planning, cryptocurrency, and tax law updates.

Whether you’re building wealth, protecting your legacy, or preparing for the future, there’s something here for you.

RealEstate Crypto TaxPlanning

Had an amazing time in Boston at the Integrated Partners Advisory Council! Thankful for the opportunity to connect, lear...
07/25/2026

Had an amazing time in Boston at the Integrated Partners Advisory Council! Thankful for the opportunity to connect, learn, and bring back new ideas to our team. Looking forward to continuing to grow with such an incredible organization.

Summer is here, and it's been an exciting few months at Konvex Wealth! We've been busy hosting educational events, givin...
07/13/2026

Summer is here, and it's been an exciting few months at Konvex Wealth! We've been busy hosting educational events, giving back to our community, celebrating milestones, and continuing to grow. From launching our new Wealth & Wisdom event series and hosting our first-ever Crypto Webinar to celebrating one year in our Gig Harbor office, it's been a season filled with meaningful moments.

Thank you for being part of the Konvex Wealth family. We truly appreciate your trust and support.

Knowledge is one of the best investments you can make.Our upcoming event lineup is designed to help you gain clarity, bu...
07/13/2026

Knowledge is one of the best investments you can make.
Our upcoming event lineup is designed to help you gain clarity, build confidence, and prepare for what's next. We are covering everything from student loans and estate planning to real estate, crypto, and tax updates.

Save the dates, invite a friend, and register using the links in our bio.

07/07/2026

Lunch & Learn: Plan for Peace of Mind
Join us on Tuesday, August 4 at noon for an expert panel discussion about estate planning & enjoy a complimentary bowl of soup! A resource fair will kick off at 11 AM.

Let’s meet our panelists…
• Doug Page, Greater Tacoma Community Foundation
• Melissa Cournyer, CEO of Konvex Wealth in Gig Harbor
• Kira Rubel, Founder of Harbor Law Group in Gig Harbor

📍 The Crandall Center
9016 154th Avenue Court NW, Lakebay, WA 98349

We hope you'll join us! 💚

https://www.facebook.com/share/18qQjfb2T6/

This year, the Konvex Wealth team is proud to participate in Obliteride, supporting those whose lives have been touched ...
07/01/2026

This year, the Konvex Wealth team is proud to participate in Obliteride, supporting those whose lives have been touched by cancer.
For many of us, this cause is deeply personal—honoring loved ones we've lost, celebrating survivors, and standing beside those still fighting.
Every donation and every share brings us one step closer to a cure. 💙🎗️
Use the link in our bio to donate and help us reach our fundraising goal!
🎗

🎓 College is a big investment—make sure you have a plan.Join us for The College Funding Playbook, where we'll discuss st...
06/22/2026

🎓 College is a big investment—make sure you have a plan.

Join us for The College Funding Playbook, where we'll discuss strategies for managing tuition costs, understanding financial aid, navigating student loans

📅 July 8
⏰ 4:00 PM PT / 6:00 PM CT
💻 Live Webinar

Invest in their future without losing sight of your own financial goals.

Address

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

Telephone

+12535255400

Website

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