At Convergent Wealth Management, we believe that each client deserves a financial strategy as unique and personalized as their goals. Rather than fall back on passive investment management or rely on cookie cutter strategies, we develop customized strategies and actively manage your investments to help our clients stay on track for the long-term.

As all aspects of our lives are intertwined, a viable financial plan cannot be fully developed without integrating it with your values, life goals, and desires. We wish to develop a meaningful relationship with you, which allows us to best meet your needs. Employing a holistic approach, we work closely with you through each step in our process to formulate, implement, and then monitor the success of your individual financial plan. Your plan will be unique, realistic, and understandable based upon your specific circumstances.

As we work with you throughout the many milestones of life, we seek to answer your most pressing financial questions, such as:

  • Do I have enough money to retire?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I optimize my Social Security benefits?
  • How can you develop a retirement plan that is inflation proof?
  • What’s the risk in my investment portfolio?
  • How can I plan operational and financial tax efficiencies into my business?
  • Can I afford to send my child or grandchild to college?
  • What are the elements of a tax-efficient estate strategy?
  • Do I have enough life insurance?
  • Should I consider long-term care insurance to protect my assets?