If you're looking for cookie-cutter wealth management, you've come to the wrong place. Convergent tailors our services to suit your preferences. For most clients, we advise on their entire pool of wealth...in some cases, just selected assets. Call us continually, or take off on a cruise. We'll always be working for you.

We customize every client portfolio based on:

• Return objectives
• Time horizon
• Cash flows
• Terminal value goals
• Liquidity needs
• Risk Tolerance
   

Many financial advisors view risk as the necessary corollary to return. At Convergent, we take a more strategic view. We know our clients regard risk in relation to their ability to achieve goals: Maintaining a lifestyle. Realizing philanthropic dreams. Leaving a legacy that transcends liquid wealth.

Any investment strategy we develop considers the risk to these goals-right along with cash flow, inflation, and tax concerns.

Through our experience and specialization in ultra-high net worth portfolios, we've developed innovative ways to enhance your wealth position while attempting to protect your irreplaceable capital, including concentrated wealth positions. Using proprietary tools, we'll project potential scenarios, so you'll be able to see associated risks and returns before committing to them. We scrupulously investigate all investments and fund managers to further reduce risk on those fronts. And we'll never invest your money in a vehicle that makes you nervous; creating an understanding of strategies you employ is essential. After meeting client objectives, our next priority is ensuring that our clients sleep at night.

By maximizing your comfort with your portfolio, we also enhance its chances for success. That's because confidence in your investment decisions allows you to stay on course during inevitable market cycles, exercising the long-term discipline essential to financial success.