Think of us as your financial concierge or your partner in managing your wealth. Our boutique-style approach provides you with personal, well-researched access to almost every financial service, investment strategy, and product from any significant provider available often before you even think to ask.

But if you do have questions, just make one phone call — and we’ll provide accurate information and strong advice. And that advice will always be objective. No commissions, no agendas but your own.

Many firms can manage wealth. Convergent Wealth Advisors brings the energy, expertise, and integrity needed to manage it well.

Performance Reporting
Our consolidated performance reporting is the reason many ultra-high net worth clients choose Convergent, and why they choose to stay. We’re a pioneer in the field, applying an approach that is both high tech and high touch.  Learn More »

Risk Management
Convergent's goals-based investment philosophy provides both the discipline and confidence necessary for long-term investment success.  Learn More »

Collateralized Lending & Other Lending Services
Your dreams for your wealth are as unique as you are. Boats. Planes. A Tuscan villa. A new business venture. A bequest. Convergent offers the special expertise and market position to finance whatever you can imagine. 
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