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
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Gaining a better understanding of municipal bonds makes more sense than ever.
When you’re married and have children, insurance needs will be different.
For some, the social impact of investing is just as important as the return, perhaps more important.
Beware of these traps that could upend your retirement.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
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 better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Do you know how to set up your financial goals for success? This knight does.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
All about how missing the best market days (or the worst!) might affect your portfolio.
When do you need a will? The answer is easy: Right Now.
Are you ready for retirement? Here are five words you should consider.