Conversant Wealth Management
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 500 La Gonda Wy Ste 205, Danville, CA 94526
- Phone
- (925) 433-6840
- Website
- conversantwealth.com
- County
- Contra Costa County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Clear planning, steady guidance, and attentive service: that's what we offer at Conversant Wealth Management. We're a financial planning and investment firm serving families and individuals across Danville and the East Bay.
Our work covers financial planning, investment management, stock brokerage and life insurance, all tailored to where each client wants to go. We keep clients informed with regular quarterly check-ins and stay available between meetings whenever questions or big decisions come up.
Our team uses advanced wealth management tools that give clients clear visibility into how their portfolio is performing, so they can stay on track toward their goals. Clients tell us they value working with a team that treats them as a priority and keeps them up to date.
Book a consultation through our website at conversantwealth.com.
Our work covers financial planning, investment management, stock brokerage and life insurance, all tailored to where each client wants to go. We keep clients informed with regular quarterly check-ins and stay available between meetings whenever questions or big decisions come up.
Our team uses advanced wealth management tools that give clients clear visibility into how their portfolio is performing, so they can stay on track toward their goals. Clients tell us they value working with a team that treats them as a priority and keeps them up to date.
Book a consultation through our website at conversantwealth.com.