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JUL 14 2010 | Douglas Wolford Appointed President of Convergent Wealth Advisors Douglas Wolford has been named Convergent Wealth Advisors' new president.
JUN 09 2010 | Lori Van Dusen Ranked in Barron’s Top 100 Women Financial Advisors Barron's named Lori Van Dusen to its annual list of America's Top 100 Women Financial Advisors.
MAY 05 2010 | Sisi Tran Joins Convergent Wealth Advisors Sisi Tran joins Convergent Wealth Advisors to lead estate planning efforts.
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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 hosted 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 included 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 a summary of topics discussed at the Symposium. 
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. 
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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