VerifiedFinancial Services· Founded 1994

Convergent Wealth Advisors

Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a true family office experience and relevant services at a far lower cost than a full service, internal family office. Convergent provides a full scope of financial services on a bundled or unbundled basis: 1. Financial Planning 2. Legacy Planning 3. Investment & Portfolio Oversight 4. Asset Management Convergent is a subsidiary of RBC USA Holdco and an affiliate of City National Bank. Convergent is headquartered in the Washington Metro Area, with offices in New York City, Los Angeles, and Portland, OR.

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Potomac, United States31(51 to 200)$10M to <$50M1994convergentwealth.com LinkedIn

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51 to 200 range

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Top roles at Convergent Wealth Advisors

7 distinct titles indexed · top 7 shown.

1administrative director
1client conversions
1customer service rep
1director
1managing director
1sprint agent
1technical consultant

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