Who do you call to purchase gold bullion? How can you pass along a substantial graduation gift to your son or daughter without incurring substantial taxes?

Your level of wealth comes with a need for unique resources and assistance. That's why Convergent's wealth management extends to lifestyle services tailored specifically for you. We'll save you time, energy and headaches.

Think of us as your go-to contact to:

• Arrange unconventional purchases, such as airplanes, yachts, antique cars or unusual acquisitions
• Recommend how and when to gift stocks and cash to family members
• Coordinate property, casualty, and liability insurance that addresses the unique needs of families with considerable wealth
• Coordinate health care advocacy in the same fashion we coordinate wealth management

We also work with a wide network of private travel companies, luxury vacation providers and leisure organizations, and we've negotiated membership deals with many of them. If you're planning a trip or prefer to travel privately, let us introduce you to the professionals who can help make it the experience of a lifetime.

At Convergent, we’re more than just your investment advisors. We’re stewards of your wealth and your well-being.