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.
Central banking sexy
Doug Wolford, President & COO, says more people are paying attention to Janet Yellen than are "keeping up with the Kardashians."
Ranked Third in the 2014 Luxury Institute’s Luxury Brand Status Index
2014 - Financial Times Top 300 Financial Advisers
2014 - Advisor ranked # 10 on the list of nation's top 100 Financial Advisors
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
2014 - Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past seven years
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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