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DEC 22 2011 | Convergent Wealth Advisors Wraps Up a Dynamic Year Convergent Wealth Advisors wraps up a record year in terms of new business.
NOV 21 2011 | Steve Lockshin's Letter to the Editor Published in Barron's Convergent CEO Steve Lockshin addresses Warren Buffett's position on increasing taxes. To read the letter, click here.
OCT 26 2011 | Convergent Launches Independence by Convergent™ Convergent Wealth Advisors launches Independence by Convergent™, a new division focused exclusively on serving the needs of clients starting wtih $500,000 in investable assets.
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 Convergent Wealth Advisors specializes in managing the financial
intricacies that considerable wealth requires — so you don't have to. By making it easier to understand all available options, as well as offering you innovative and objective investment strategies, we also make it easier to enjoy life. Learn More » We don't start by telling you what we think you should do. We want
you to discuss your needs, wishes and plans, both for your money and for your life. Together, we'll develop a strategy that aligns your portfolio with your personal objectives — for now and in the future. An approach that begins and continues with you. Learn More » At Convergent Wealth Advisors, we are committed to safeguarding
our clients’ assets from the process of investing and the challenges embedded in the markets. We remain in a constant state of reform to bolster our system of checks and balances to adapt to the ever- changing financial environment. Learn More » HIGHLIGHTS
Journal of Financial Planning Features Convergent ArticleThe featured article, "Achieving Tax Benefits Through the Inter Vivos QTIP Trust," written by Sisi C. Tran, Esq., Director of Trust and Estate Planning, addresses a planning technique that allows a taxpayer to take advantage of the increased transfer tax exemptions while maintaining some control over the ultimate disposition of wealth. To read the full article, visit the Journal of Financial Planning website. 
Washingtonian Magazine Ranks ConvergentWashingtonian magazine included Convergent's founder and CEO, Steve Lockshin, and Executive Vice President, Dave Zier, in its 2010 list of Top Financial Advisors for the Washington, DC area. The magazine's November 2010 issue highlights Washington, DC area's top financial experts. Lockshin was also quoted in the magazine's "They Know Money" article. 
Steve Lockshin and Dave Zier Ranked in Top 100 Financial Advisors Barron’s has named Steve Lockshin, Convergent Wealth Advisors’ founder and CEO, and Dave Zier, Executive Vice President, as two of the Top 10 advisors in the 2010 list of the nation's Top 100 Financial Advisors. Steve was ranked No. 5, up from No. 19 last year, and Dave debuted on the list at No. 8. Learn more about Steve Lockshin and Dave Zier. |
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