Brett Vanbortel

Director of Wealth Strategy | Organic Growth Solutions for Elite Advisors

Role: Director of Wealth Strategy at Konvergent Wealth Partners
Location: Wheaton, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Brett Vanbortel

With an extensive career spanning over 15 years, my expertise lies in driving…

Experience

Director of Wealth Strategy
Konvergent Wealth Partners
Dec 2024 — Present · Chicago, IL, US
Providing consulting expertise to financial advisory organizations, focused on organic growth solutions to acquire and retain HNW clients with multiple strategies. I combine research based insights from Prince & Associates with field proven strategies to help advisors acquire, retain and expand their HNW clientele thru multiple strategies. Message me if interested in learning how I can help you achieve your goals.

Contact information

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•••••@konvergentwealth.com
Personal email
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Current company

Konvergent Wealth Partners

Financial Services · 14 employees · Founded 2019 · Gig Harbor, Washington, United States

At konvergent wealth partners, we help our clients quiet the noise that surrounds them in their business and personal life so they can find clarity, strength and purpose for themselves, their family and their community. We provide the financial roadmap and the reassurance as they go through life’s transitions so they can live comfortably and purposefully with their wealth. Through our experience, creative mindset and time-tested process, we guide business owners, entrepreneurs and wealth creators in increasing their impact. We cannot predict the future but we can help prepare you for whatever tomorrow may bring.

konvergentwealth.com

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