Office Locations

Corporate Headquarters
Washington, DC

Regional Offices
Los Angeles
New York
Portland
 

About Us

Convergent's story begins with a group of passionate, committed investment professionals managing the assets of one family. And though today we're an industry leader with approximately $10 billion in assets under advisement (as of 10/31/2011), we maintain our original focus — providing our clients with objective, holistic wealth management services.  Learn More »
 

CONVERGENT Team
Convergent has assembled a world class team of investment and research professionals focused on servicing our clients' unique needs.  Learn More »

Board of Advisors
Convergent’s Board of Advisors consults with the company's senior management team on a variety of issues such as acquisitions, new service/product development, and strategic planning.  Learn More »

NeWS & EVENTS
Recent company press releases are available here.

Awards & Accolades
Convergent Wealth Advisors is proud of the numerous recognitions of its accomplishments received throughout its history.  Learn More »