Konvex Wealth

More Than Advisors.? Partners for Life.

We believe great financial planning is about more than strategies and spreadsheets. It’s about trust, connection, and being the kind of partner who sees the full picture, not just the portfolio.

We built Konvex on the idea that technical precision should always be paired with emotional intelligence. Yes, we know the numbers. But we also know how to listen, how to ask the right questions, and how to help you make thoughtful decisions in moments that matter.

When you work with Konvex, you’re not just getting one advisor—you’re getting a team that’s fully invested in your success. Our process is personal, and we’re with you for the long haul.

• Tax Planning
• Estate Planning Guidance
• Financial Planning
• Investment Management
• Retirement Planning

• Kate Ruff
  Operations Manager
  Phone: (253) 525-5400
  Send an Email

From Tacoma, take WA-16 West across Narrows Bridge. Take exit 11- Wollochet Drive. Go straight on Stinson, take right on Rosedale and right into Jerisch Office Space. One block up from Harborview Dr.