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.
Selected as Best Private Client Investment Platform – Client Service - 2013
2015—Convergent ranks #14 in Top 100 Wealth Managers Nationally
2014—Advisor ranked in top 20 on list of nation's top 100 Independent Wealth Advisors
Selected as Best RIA for High Net Worth Advisory – 2015
In this guide, we offer our suggestions for turning estate planning into a chance to pass on values—not just assets—to the next generation and beyond. Read full article here.
Why the Fed will hike rates in September
David Kahn, Managing Director of Convergent Wealth Advisors, says housing and strong employment data is strong enough proof that the Fed will take action this year.
Investing success is built upon having a disciplined, unemotional plan that leverages the value of time. Find out how this success can apply to you!
Read the blog here: The Keys to Investment Success
For investors with between $1 million and $5 million in investable assets, please visit Independence.com to learn more about Independence by ConvergentTM.
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