Konvex Wealth

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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.

✨ Women, W**e & Wills is Tomorrow! ✨Great w**e, meaningful conversations, and a little estate planning wisdom! We're loo...
10/12/2026

✨ Women, W**e & Wills is Tomorrow! ✨

Great w**e, meaningful conversations, and a little estate planning wisdom!

We're looking forward to bringing women together for an evening of connection, laughter, and empowering conversations about planning for the future.

Estate planning might not be the first thing that comes to mind when you think of a girls' night out, but we're making it an evening worth raising a glass to! 🥂

There's still time to register! We'd love for you to join us for this special evening of learning, connection, and a little w**e along the way.

Save your spot 🍷 Use the link below to register today! https://bit.ly/WomenW**eWills1013

What’s ahead for taxes, Social Security, Medicare, and the future of taxing wealth?Join KONVEX WEALTH and SIGIL Family O...
10/06/2026

What’s ahead for taxes, Social Security, Medicare, and the future of taxing wealth?

Join KONVEX WEALTH and SIGIL Family Office for a timely webinar featuring Jared Walczak and Garrett Watson of Tax Foundation as they break down rising federal debt, potential tax changes, and what shifting policy could mean for individuals, families, business owners, and investors.

With major tax changes being debated nationally and already taking effect here in Washington State, this is a conversation you won’t want to miss.

November 18, 2026
Registration link in bio.

Who doesn’t like to SHOP, SIP & STROLL?! 🛍️🍷✨Join us Saturday, October 3rd for Gig Harbor’s Sip & Stroll! Stop by, say h...
09/05/2026

Who doesn’t like to SHOP, SIP & STROLL?! 🛍️🍷✨

Join us Saturday, October 3rd for Gig Harbor’s Sip & Stroll! Stop by, say hi, sip on some delicious w**e, enjoy tasty bites, and stroll your way through downtown Gig Harbor. 🥂

We can’t wait to see some familiar faces and meet some new ones!

🎟️ Ticket link in bio!

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.

Address

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

Telephone

+12535255400

Website

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