Contact Us

For more information on our investment advisory and wealth management services or if you would like someone from Convergent Wealth Advisors to contact you directly, please fill out this form.

For new manager inquiries, please fill out this form.
For general inquiries, please email: info@ConvergentWealth.com.

Corporate Headquarters
Convergent Wealth Advisors
2600 Tower Oaks Boulevard
Suite 300
Rockville, MD 20852-4246
301-770-6300 (Main)
301-770-1408 (Fax)
Steve.Aucamp@ConvergentWealth.com 

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Regional Offices
Los Angeles
2000 Avenue of the Stars
Suite 550-N
Los Angeles, CA 90067-4700
310-734-5320 (Main)
888-444-7932 (Fax)
Jonathan.Straub@ConvergentWealth.com 

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New York
400 Park Avenue
21st Floor
New York, NY 10022-9465
646-445-6140 (Main)
888-444-5159 (Fax)
Ken.Handy@ConvergentWealth.com 

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Portland
620 SW Fifth Avenue
Suite 1100
Portland, OR  97204-1425
503-228-3941 (Main)
888-444-7936 (Fax)
John.Workman@ConvergentWealth.com 

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Rochester
67 Monroe Avenue
Pittsford, NY 14534-1319
585-267-4900 (Main)
888-444-8063 (Fax) 

Lori.VanDusen@ConvergentWealth.com

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