Invest Well

Some of the nation’s wealthiest individuals and families rely on our wealth management advisors to manage their financial lives.

Manage Well

Convergent helped pioneer the open architecture approach to investing, among wealth management companies.

Live Well

We work to protect your wealth.
How you enjoy that wealth is up to you.


2015—Convergent ranks #14 in Top 100 Wealth Managers Nationally

~ Forbes

2014—Advisor ranked in top 20 on list of nation's top 100 Independent Wealth Advisors

~ Barrons

Selected as Best RIA for High Net Worth Advisory – 2015

~ Private Asset Management

Selected as Best Private Client Investment Platform – Client Service - 2013 

~ Private Asset Management

News & Announcements

Commentary & Analysis

August 3, 2015
Citing progress in the labor and housing markets, the Federal Reserve remains on course to raise interest rates later this year for the first time in...
July 20, 2015
July 13, 2015

Dollars & Sense Blog

July 14, 2015
The Chinese stock market has been on a wild ride in recent weeks, unsettling investors and sending ripples throughout global...

$1,000,000 ~ $5,000,000

For investors with between $1 million and $5 million in investable assets, please visit to learn more about Independence by ConvergentTM.