Ameriprise duo managing $200 million sets up RIA through Integrated Partners

Ameriprise duo managing $200 million sets up RIA through Integrated Partners
Homer Smith and Dave Stuehling create Konvergent Wealth Partners in Seattle.
NOV 13, 2019
Homer Smith and Dave Stuehling have created Konvergent Wealth Partners, which is the business name for their advisory team that is affiliated with Integrated Partners' registered investment adviser. [More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.] The advisers, who are based in Seattle, Wash., and Bend, Ore., managed $200 million as the hybrid Hearthstone Wealth Management, which was affiliated with Ameriprise. [Recommended video: Bob Oros said HighTower is likely to start buying smaller firms, too] Konvergent has selected Fidelity as its custodian. Register now​ for our ESG & Impact Forum at the U.N. on Dec. 5. ​

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