CONGRUENT WEALTH

Our Mission at Congruent Wealth is to help entrepreneurs align their values, goals, and interests into a comprehensive wealth management process. We believe that by helping clients to better organize, plan and allocate capital; they can fully live their values today to focus on a life of meaning and significance... Congruent Wealth is here to streamline your wealth management experience, allowing you to focus on what you do best. Our team provides strategic guidance and support to innovative self-starters in navigating the complexities of their financial landscape.

Also known as: Congruent Wealth, LLC

Primary location: Jacksonville United States