Since 1994 we have provided financial management in a true family office environment for hundreds of America’s wealthy individuals and families.
We align four essential elements: Planning, Legacy, Oversight and Asset Management—in an effort to help our clients realize a return on wealth beyond investment performance alone.
The Family Office structure maximizes trust, transparency, and customization. It’s the choice of the world’s wealthiest families.
2016—Convergent ranks #4 in Top High-Net-Worth Advisors
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
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