At Convergent Wealth Management, we are a team of experienced professionals driven to serve with excellence. Too often, financial services firms are focused on selling products and forming a transactional-based relationship with clients. We seek to set ourselves apart by serving as a lifelong financial partner, offering guidance, personalized financial planning and investment strategies. We strive to be a firm you can trust in times of uncertainty, while knowing that you are ultimately in control of your finances.
As an independent Registered Investment Advisory firm, we offer a full range of investments and financial services without being held captive by anyone’s interests except yours. We have access to the services, resources, tools, and technology of a large, national firm while maintaining the personalized approach and feel of a boutique firm.
Serving as your advocate, we help you negotiate the complexities of investing and understand your opportunities and possibilities for pursuing financial independence. Whether you’re based in our local St. Louis metropolitan area or across the country, we want to help you converge your dreams, resources, and values to give you financial peace of mind.