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.
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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