Convergent Wealth Advisors : Home

JAN 20 2010 | Convergent Quoted in Worth Magazine Convergent's CEO,Steve Lockshin, and Chief Investment Strategist, John Workman, are quoted in Worth Magazine's “10 Planning Ideas to Discuss with Your Financial Advisor.”

JAN 14 2010 | Convergent and NonProfit News Host Market Outlook 2010 Webinar Convergent Wealth Advisors presents its first in a series of webinars in partnership with NonProfit News on January 20, 2010.

NOV 20 2009 | Convergent's Rochester Office Relocates to 67 Monroe Avenue.

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RECENT HIGHLIGHTS

Lessons Learned Last Year Video of John Workman, Convergent’s Chief Investment Strategist.	Convergent Advisors Ranked in Barron's Top 100 The only RIA with three top ranked advisors. Steve Lockshin ranked # 2. George Dunn and Lori Van Dusen were also among the top 100.
Market Pulse Report With 2009 in the rear-view mirror, we go into the New Year feeling that there is a high level of risk embedded in many asset classes, stocks in particular.	Steve Lockshin Presents at the Tiburon CEO Summit Steve Lockshin discussed the implications of last year's market crash on the future of the industry at this event on October 7-8, 2009.