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.
Dave Zier, CEO of Convergent Wealth Advisors, comments that while Wall Street cheered the release of the Fed minutes, bond markets continued to be weighed down by fear.
2014 - Advisor earned the #1 spot in Maryland in the state-by-state list of Top 1,200 Financial Advisors
Stephanie Zaffos: Southern California Rising Star-2012
2013—Two advisors ranked #3 and #6 on list of nation's top 100 Independent Wealth Advisors
2013 - Two advisors ranked on the list of nation's top 100 Financial Advisors
2013 - Advisors earned the #1 spots in California and Maryland in the state-by-state list of Top 1,000 Financial Advisors
2013 - Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past six years
2013 - Ranked #10 on Forbes Top 50 Wealth Managers
2013 - Selected as Best Private Client Investment Platform – Client Service
2012 - Two Advisors ranked on list of the nation's Top 100 Financial Advisors
For investors with between $1 million and $10 million in investable assets, please visit Independence.com to learn more about Independence by ConvergentTM.
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