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.
At Conversant Wealth, we are passionate about our clients’ success. As a registered independent wealth manager and partner firm on the Sanctuary Wealth platform, we are dedicated to helping each client achieve their personal financial goals. Our diverse expertise allows us to work with executives and professionals, business owners and entrepreneurs, individuals and families. But what we really do is help people achieve the very best in their lives.
