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.

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 Ranked Third in the 2014 Luxury Institute’s Luxury Brand Status Index

~ Luxury Institute

2014 - Financial Times Top 300 Financial Advisers

~ Financial Times

2014 - Ranked #6 on Forbes Top 50 Wealth Managers*

~ Forbes

2014 - Advisor ranked # 10 on the list of nation's top 100 Financial Advisors

~ Barrons

2014 - Advisor earned the #1 spot in Maryland in the state-by-state list of Top 1,200 Financial Advisors

~ Barrons

Stephanie Zaffos: Southern California Rising Star-2012

~ Los Angeles Magazine

2013—Two advisors ranked #3 and #6 on list of nation's top 100 Independent Wealth Advisors

~ Barrons

2013 - Two advisors ranked on the list of nation's top 100 Financial Advisors

~ Barrons

2013 - Advisors earned the #1 spots in California and Maryland in the state-by-state list of Top 1,000 Financial Advisors

~ Barrons
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News & Announcements

Commentary & Analysis

July 16, 2014
2014 is turning out to be another fine vintage for global capital markets. At the year's midpoint, asset classes across-the-board are posting strong...
July 10, 2014
June 11, 2014

Dollars & Sense Blog

July 30, 2014
Co-authored by Doug Wolford On July 22, 2014, two different courts came to opposite conclusions on whether premium tax...

$1,000,000 ~ $10,000,000

For investors with between $1 million and $10 million in investable assets, please visit Independence.com to learn more about Independence by ConvergentTM.