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
How Income Taxes Work
A quick look at how federal income taxes work.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Reasons to retain your coverage into your retirement years.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
How Medicare can address health care needs in your retirement strategy.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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 how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.