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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2014—Two advisors ranked #5 and #18 on list of nation's top 100 Independent Wealth Advisors

~ Barrons

 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
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News & Announcements

Commentary & Analysis

October 15, 2014
U.S. large cap stocks and investment grade bonds turned in positive results during the third quarter of 2014—unfortunately for diversified investors...
October 9, 2014
September 10, 2014

Dollars & Sense Blog

October 29, 2014
Investor: Is it time to get out of the Market? Advisor: No. Investor: Why not? Bad news is all around us and the current...

$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.