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 »