Conversant Wealth Management is a wealth management provider described by clients as simply the best. Clients report finding a long-term home with the team after working with other providers, a decision they have not regretted. The advisor, noted for being a breath of fresh air, fosters an exceptional personal touch and a non-transactional personal relationship, giving clients peace of mind that their best interests are at heart. The service is characterized by honesty, transparency, and being very responsive, helpful, and easy to work with. The advisor provides excellent financial guidance, is readily available for questions, and ensures clients feel valued through established check-ins and constant accessibility. Clients appreciate the guidance through major life changes, career shifts, marriage, and kids, as well as navigating major financial decisions and ever-changing market conditions. The team uses advanced wealth management tools that provide ultimate visibility into performance, allowing clients to stay on track with goals and make real-time adjustments. Clients are very happy with the success of their investments and feel secure in their financial future. The service is highly recommended for those seeking someone who truly cares about client success and delivers a great customer service experience.
Patrick Kim is the most honest financial planner I ever worked with. He makes me feel that he always has my priorities in mind and not trying to "sell me something". I am glad I found him. His knowledge on investment and insurance is insightful and helpful to address all my needs.
October 2020
This team has been a game changer for my family and I. Investment advice is hard to find! Jeremy is trustworthy and works hard to meet client demands in a challenging market.
