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
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A look inside the U.S. government's statistics on household net worth.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Good employee health can be great for the company’s bottom line.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.
All about how missing the best market days (or the worst!) might affect your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.