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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 over $13 billion in assets under advisement, we maintain our original focus — providing our clients with objective, holistic wealth management services. Learn More »
Our Team
Convergent has assembled a world class team of experienced investment and research professionals focused on servicing our clients' unique needs. Learn More »
Board of Advisors
Convergent’s Board of Advisors consult 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
Convergent Wealth Advisors and its employees have been featured in several news articles and industry publications over the years. Learn More »
Awards & Accolades
Convergent Wealth Advisors is proud of the numerous recognitions of its accomplishments received throughout its history. Learn More »
Quick Facts
A brief overview of Convergent Wealth Advisors is available to download for your reference. Click Here »
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