Convergent Wealth Advisors, LLC

Tailored Wealth Advisory Services

Convergent Wealth Advisors is a recognized leader in wealth management, connecting high net worth individuals, family offices and institutional investors with resources and strategies that help build and protect their wealth. Convergent provides investment consulting services and customized wealth management solutions, including advice on concentrated stock strategies, alternative investments, collateralized lending, specialty financings, and insurance and estate planning, to ultra-high net worth individuals, institutions and family offices.  Convergent is headquartered outside of Washington, D.C., with offices in Los Angeles, New York, Portland (OR), Rochester (NY) and Seattle. 

Individuals & Institutions

• Individuals and Family Offices: Convergent Wealth is intimately familiar with the needs of the ultra-affluent and, as a result, is able to focus on the most appropriate solutions available for this unique group. Whether it is tax and estate planning or monitoring changes in the economy, real estate trends, and interest rates, Convergent brings ultra-affluent clients a network of resources that specializes in solving challenges unique to this class of investors. 
• Institutions: Convergent Wealth understands that every organization has its own mission, challenges and objectives.  Convergent Wealth takes the time to get to know the organization with a clear understanding of the institution’s objectives, timelines, spending policies and risk tolerance. Only then does Convergent craft a meaningful Investment Policy Statement which will serve as a roadmap to guide investment recommendations.

Getting Started

To learn more about Convergent Wealth Advisors, and the services it provides, see www.convergentwealth.com.