Your Lifelong Financial Advocate A “Common Sense” Approach to Investing Our Purpose is to Help You Helping You Gain Financial Clarity

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. 

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Capital Gains Tax Estimator

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Can I Refinance My Mortgage?

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Power of Tax-Deferred Growth

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When markets shift, experienced investors stick to their strategy.

To Buy or Not to Buy

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Surprises

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