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
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Taking regular, periodic withdrawals during retirement can be quite problematic.
To choose a plan, it’s important to ask yourself four key questions.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There are four very good reasons to start investing. Do you know what they are?
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here is a quick history of the Federal Reserve and an overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.