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.


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

~ Private Asset Management

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
Building a Legacy


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

Dave Kahn on CNBC Asia | June 2015

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.

The Keys to Investment Success

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

David Kahn on CNBC | March 2015

CLOSING BELL EXCHANGE | Pro: Buyer on weakness
CNBC’s Bob Pisani and David Kahn, Managing Director at Convergent Wealth Advisors, look at the day’s market action. Kahn says it is a buy the dip environment.
If you are unable to view the video, please click here.
Dave Kahn on CNBC | December 2014

US 'Animal Spirits' Alive & Well
Managing Director Dave Kahn explains his optimism on the U.S. economy on the back of recent strong data.
If you are unable to view the video, please click here.
Dave Kahn on CNBC | September 2014

Why Emerging Asia Is the Place to Be
Managing Director Dave Kahn discusses reasons to invest in emerging Asia.
If you are unable to view the video, please click here.
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News & Announcements

Commentary & Analysis

October 1, 2015
In the words of the inimitable Yogi Berra, "It's like déjà vu all over again." Well, perhaps not exactly, though stocks have experienced a late-...
September 1, 2015
August 3, 2015

Dollars & Sense Blog

September 15, 2015
Investors have gotten a reminder of what volatility looks like, as U.S. stock markets have recently fallen into correction...

$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.