In all that we do, we are driven by our life purpose to help people pursue financial peace of mind.Learn More
Our Fiduciary Care
As a Registered Investment Advisory firm, clients can feel confident knowing their best interests come first.Learn More
From financial planning to wealth management, we assist clients in all areas of the wealth process.Learn More
Converging Your Dreams, Resources, and Values to Create Your Legacy
At Convergent Wealth Management, we are an independent, full-service Registered Investment Advisory firm committed to helping sustain and build your wealth. As fiduciary advisors, our commitment to clients comes first. Our goal is to be your most trusted advisor, through building relationships rich in integrity, professional knowledge, and personalized, attentive service which exceeds your expectations. We are dedicated to serving individuals, families, and small business owners, to maximize results and preserve your wealth by crafting strategies for estate planning, tax management, and comprehensive investment planning into one complete, personalized solution.
We are trusted guides, thought partners, educators, active managers, and a go-to resource for you to turn to as you experience life’s many milestones. Let us manage the details of your financial world so you can instead focus on your passions in life.Contact Us
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
There are ways to improve your physical fitness without denting your fiscal fitness.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Do you know these three personal finance sayings?
There are three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: Right Now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.