Some of the nation’s wealthiest individuals and families rely on our wealth management advisors to manage their financial lives.
Convergent helped pioneer the open architecture approach to investing, among wealth management companies.
We work to protect your wealth.
How you enjoy that wealth is up to you.
2014—Two advisors ranked #5 and #18 on list of nation's top 100 Independent Wealth Advisors
Ranked Third in the 2014 Luxury Institute’s Luxury Brand Status Index
2014 - Financial Times Top 300 Financial Advisers
2014 - Ranked #6 on Forbes Top 50 Wealth Managers*
2014 - Advisor ranked # 10 on the list of nation's top 100 Financial Advisors
2014 - Advisor earned the #1 spot in Maryland in the state-by-state list of Top 1,200 Financial Advisors
Stephanie Zaffos: Southern California Rising Star-2012
2013—Two advisors ranked #3 and #6 on list of nation's top 100 Independent Wealth Advisors
2013 - Two advisors ranked on the list of nation's top 100 Financial Advisors
For investors with between $1 million and $10 million in investable assets, please visit Independence.com to learn more about Independence by ConvergentTM.
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