Goals-based investing goes beyond simulations and spreadsheets. With every decision and recommendation, we consider the broader canvas of your life. What are your philanthropic ambitions? Your inheritance plans for your children and grandchildren? How do you want your wealth to augment your current life and happiness?

Our client relationships begin with information collection. First we hold one-on-one meetings to develop your Investment Policy Statement. Next, we conduct a rigorous quantitative analysis of your current investment holdings, including the entities in which they are structured and the tax implications of each. Our team works with your advisors to make this transition seamless, as well as thorough, and suggests outside service providers as appropriate.

Information gathering doesn't stop there. We track changes in the tax, regulatory, and investment environment to make proactive decisions. We include and educate your family members in the process, as you deem appropriate. Most importantly, we prompt modifications as your goals change over the years.

You used information wisely to build your wealth. Now let Convergent do the same to manage it.