Personally committed. Objectively exacting. Intensively focused on your goals. At your wealth level, you require nothing less in an advisor and that’s what Convergent specializes in — understanding the financial intricacies that considerable wealth requires. After all, what’s the point of being able to enjoy your lifestyle if you have to worry about managing the finances that make it all possible? By making it easier to understand all available options, as well as offering you tailored investment strategies, we also make it easier to enjoy life.

Getting to Know You
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.  Learn More »

GATHERING YOUR Information
Goals-based investing goes beyond simulations and spreadsheets. With every decision and recommendation, we consider the broader canvas of your life.  Learn More »

Customizing A Program For You
If you're looking for cookie-cutter wealth management, you've come to the wrong place. Convergent tailors our services to suit your preferences.  Learn More »

Safeguarding Assets
We are committed to safeguarding our clients’ assets from the process of investing and the challenges embedded in the markets.  Learn More »