Convergent’s story begins with a group of passionate, committed investment professionals managing the assets of one family. And though today we’re an industry leader with over $13 billion in assets under advisement (as of 9/30/2010), we maintain our original focus — providing our clients with objective, holistic wealth management services. Learn More »
CONVERGENT TEAM
Convergent has assembled a world class team of investment and research professionals focused on servicing our clients’ unique needs. Learn More »
BOARD OF ADVISORS
Convergent’s Board of Advisors consults with the company’s senior management team on a variety of issues such as acquisitions, new service/product development, and strategic planning. Learn More »
NEWS & EVENTS
Recent company press releases are available here.
AWARDS & ACCOLADES
Convergent Wealth Advisors is proud of the numerous recognitions of its accomplishments received throughout its history. Learn More »
