At Convergent Wealth Advisors, ultra-high net worth individuals and families are our specialty, not our sideline. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Whether it’s tax and estate planning or monitoring changes in the economy, real estate trends, and interest rates, Convergent brings you a network of resources that specializes in solving challenges unique to this class of investors. 

Investment Policy Statement
It’s difficult to succeed without a plan. So at the beginning of your relationship with Convergent we craft an Investment Policy Statement (IPS) suited to your objectives, circumstances, and risk tolerances.  Learn More »

Asset Allocation
We are an industry pioneer in the integration of asset allocation with estate, tax, and investment policy planning, employing a rigorous analytical process in evaluating a wide range of potential investment strategies in analyses tailored specifically for each client’s particular investment objective.  Learn More »

Manager Search & Selection
Convergent considers manager selection and due diligence critical in constructing and sustaining your optimal portfolio.  Learn More »

Portfolio Implementation
Long-term success in investing is dependent upon discipline, access to top managers, and careful Implementation.  Learn More »

Concentrated Wealth Strategies
As specialists serving ultra-high net worth investors, Convergent knows the financial and charitable strategies available to help diversify holdings and can recommend the ones most appropriate for you.  Learn More »

Estate & TAX Planning
We'll conduct an independent review of your current estate plan. Do you have the right documents in place? Would new planning methods work more effectively to achieve your goals?  Learn More »