Our Story
How Converge Wealth Partners came to be.
After more than a decade in the financial services industry, John Skomski noticed that more information didn't guarantee better retirement decisions.
Instead of feeling confident, many retirees found themselves more overwhelmed and unsure how to apply the information to their lives.
That’s where the vision for Converge Wealth Partners began: to create a space built on straightforward conversations that show aspiring retirees how to turn data into decisions. True retirement planning is the artful blending of these essential components:
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Sustainable cash flow
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Tax-efficient income
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Risk-appropriate investments
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Proactive estate design
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Longevity planning
On this foundation, Converge Wealth helps people retire confidently, sustainably, and on their terms.
John is joined by industry veteran Daniel Jeffery, whose 30+ years of experience bring deep expertise in business succession and complex estate planning to the retirement space.
They're building more than a firm. They’re building a community where retirees receive the advice they deserve, and where values-driven advisors find a lasting place to continue serving the people they care about.
At Converge Wealth Partners, the mission is clear: create CONVERGENCE.
Convergence (noun) — the point where clarity, confidence, and purpose meet.
Convergence (adjective) — the state of being aligned in life and wealth.