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FEB 24 2010 | Convergent Ranked by Barron's Barron’s has named three Convergent advisors to its annual state-by-state ranking of the top 1,000 financial advisors in the nation.
JAN 20 2010 | Convergent Quoted in Worth Magazine Convergent's CEO, Steve Lockshin, and Chief Investment Strategist, John Workman, are quoted in Worth Magazine's “10 Planning Ideas to Discuss with Your Financial Advisor.”
JAN 14 2010 | Convergent and NonProfit News Host Market Outlook 2010 Webinar Convergent Wealth Advisors presents its first in a series of webinars in partnership with NonProfit News on January 20, 2010.
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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 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
2010 Convergent 10 SymposiumConvergent will be hosting its third annual "Convergent 10 Symposium," an exclusive event limited to ten family offices, each with assets in excess of $1 billion, on April 21, 2010. Featured speakers include Patty Stonesifer (Senior Advisor to Bill & Melinda Gates Foundation Trustees and Chair of the Board of Regents for the Smithsonian Institution), Robert Levy (Chairman, The Cato Institute), Liz Ann Sonders (CIO, Charles Schwab & Co) and others. Click here to view the complete agenda and brief speaker bios. 
Steve Lockshin Ranked in Top 100 Financial Advisors Barron’s has named Steve Lockshin, Convergent Wealth Advisors’ founder and CEO, to two of their most recent Top 100 Financial Advisor rankings. Lockshin was ranked No. 2 on Barron's list of Top 100 Independent Financial Advisors and No. 19 on their list of Top 100 Financial Advisors in America. Learn more about Steve Lockshin. 
John Workman Spoke at the Private Wealth Management SummitJohn Workman spoke at the Private Wealth Summit at the Red Rock Casino in Las Vegas on December 4, 2009. He shared the lessons we have learned from the recent financial crisis and discussed how to make wise and informed decisions in 2010 and beyond. Learn more about John Workman. |
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