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 UsHelpful Content
The History of Retirement
Do you know where the idea of “retirement” comes from?
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
View all articles 
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Rightsizing for Retirement
What does your home really cost?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.