Convergent Wealth Advisors : Home

FEB 21 2012 | Two Convergent Advisors Ranked #1 in Barron's State By State Rankings Steve Lockshin ranked #1 in California and Dave Zier ranked #1 in Maryland.

DEC 22 2011 | Convergent Wealth Advisors Wraps Up a Dynamic Year Convergent Wealth Advisors wraps up a record year in terms of new business.

NOV 21 2011 | Steve Lockshin's Letter to the Editor Published in Barron's Convergent CEO Steve Lockshin addresses Warren Buffett's position on increasing taxes. To read the letter, click here.

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RECENT HIGHLIGHTS

Two Advisors Ranked #1 in Barron's Top 1,000 Barron's names Convergent Advisors #1 in CA and MD. For more information, click here.	Dave Zier on CNBC's Closing Bell Executive Vice President Dave Zier on CNBC's Closing Bell. Click here to watch the video.
The Case for Gold To read about the five key roles of gold and when gold should be included in a portfolio, click here.	Convergent Secures #1 and #3 Barron's Rankings For more information on the Top Independent Financial Advisors ranking, click here.

From our Blog

MAY 09 2012 Sell in May and Go Away? Sell in May and go away? The old adage would have served investors well the past few years, as stocks fell into summer swoons... More »

APR 25 2012 Have Hedge Funds become Passé? Since the bear market of 2008 and its aftermath, hedge funds have become a popular target in the financial media. They can se... More »

APR 25 2012 Recap of Q1 Market Activity Stock markets continued to rally off last summer’s swoon and are now back at multi-year highs. Outside of U.S. Treasuri... More »