Why Converge?
Life doesn't move in a straight line,
and neither will your plan for retirement.
At Converge Wealth, we remove the
uncertainty and bring your life, wealth,
and purpose into alignment.
Because a sustainable retirement
isn’t built on guesses, but on
applying the best answers
to your most important questions.
It's called convergence.
YOUR PLANNERS
Retirement planning works best when it’s built on real conversation. Meet the planners who will help you move forward with confidence.
IN THEIR WORDS
What it’s like to work with us, shared by the people we serve.
I couldn't have asked for a better advisor than John Skomski.
He's a true professional and someone I know I can count on for sound financial advice especially during our quarterly meetings. His weekly financial updates are always current, informative, and I know I can always contact him if I have any questions. John's personal approach and willingness to help has been instrumental in guiding me through these financial times and to help build what I hope will be a strong platform for my retirement.
Steve H.
We've worked with John for several years, and in that
time, we have developed a wonderful working relationship. John has always prioritized asking us questions, working to truly understand where we currently are in our lives and what our future goals are, so that he can develop strategies to support our aspirations and help us pivot when life throws a wrench in the works. Our experience has been so overwhelmingly positive that we've referred members of our family and several of our friends to John because we know that they'll be treated as individually as we have been.
Andy & Mel S.
We have been working with John Skomski for several years now and we would recommend his expertise to anyone. He is remarkable in his skill and knowledge of the financial world and what we would consider incredibly trustworthy. He is upstanding and professional and keeps us informed of trends that would be more beneficial to our portfolio. He has proven over and over that he has a pulse on all
things financial. Again, we highly recommend John for any needs you may have when planning for your future.
Dave & Pam M.
Testimonials featured on this website are provided by actual clients of Converge Wealth Partners LLC. No client was compensated, in cash or otherwise, for their testimonial. These testimonials reflect individual experiences, which may not be representative of the experience of all clients. Testimonials are not a guarantee of future performance or success. There are no material conflicts of interest between the clients providing testimonials and Converge Wealth Partners LLC.
Services
Retirement should feel like freedom.
These are the areas we help you navigate.
Longevity Strategies
Many people worry about outliving their money. We help you plan for extended lifespans, rising healthcare costs, and possible long-term care needs. The goal is to protect what you’ve built and keep your options open as life changes.
Portfolio Management
Your investments should match what you need them to do. We manage portfolios in a way that fits your goals, your comfort level, and your timeline. It’s a steady approach, not one that reacts to every market headline.
Financial Coordination
Most people have different accounts and decisions happening at the same time. We help you coordinate everything so your financial life works together and your next steps are clear. It's like having your own Personal CFO.
Retirement Income Planning
When you stop working, your savings needs to become a reliable source of income. We design a plan that supports your lifestyle and reduces the worry of running out. The aim is to help you feel secure and able to enjoy this stage of life.
Tax Optimization
A thoughtful tax strategy can make a meaningful difference over time. We look for practical ways to reduce your tax burden and improve efficiency across your plan. Small improvements now can result in real gains later.
Business Succession Planning
A well-designed succession plan can protect the value you’ve built and ensure a smooth transition when you step away. We help you clarify your goals and structure your business in a way that preserves continuity for employees, clients, and your family.
Next Steps
Ready to create Convergence?
Book a Free Discovery Call
No pressure. Just a real conversation about where you want to go.
We’ll talk through things like:
• Taxes in retirement
• Medicare & Social Security decisions
• When to take withdrawals
• Any “Am I doing this right?” questions
Outcome: You leave with clarity.
1
2
Choose Your
Plan
Everyone values time and money differently, so you choose how you want to work with us.
Option A: Save Money
We build the plan. You run it.
(Or keep your current advisor and have us design the strategy.)
Option B: Save Time
We build the plan and manage your investments.
Outcome: You stay in control.
3
Put Your Strategy In Motion
We'll implement the plan together. You drive. We Navigate.
We’ll help you
• Set up and automate your income
• Draw from the right accounts in the right order
• Keep your investments aligned with your goals
Outcome: You feel confident.
Retirement Is
(...a joke)
Strategies for retirement.
Mildly amusing comedy.
Retirement advice often feels like watching paint dry.
So we made it...not that.
Retirement Is a Joke blends real retirement guidance with just enough humor to keep things interesting.
Coming Spring 2026. Prepare accordingly.