Convergent Wealth Advisors
Financial Services · 51 Employees
- Overview
- Employees
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About
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.
Year Founded
1994
Social Media
Linkedin
Industry
Financial Services
HQ Location
12505 Park Potomac Avenue
Suite 400
Potomac, MD 20854, US
Keywords
Financial PlanningTrust & Estate PlanningLegacy PlanningRetirement PlanningInsurance PlanningPhilanthropic PlanningFamily GovernanceInvestment OversightAsset Management
Location
3
- 12505 Park Potomac Avenue Suite 400 Potomac, MD 20854, US
Email Formats
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FormatExamples
first + last
andywarhol@convergentwealth.com
first_initial + last
awarhol@convergentwealth.com
first + last_initial
andyw@convergentwealth.com
first
andy@convergentwealth.com
last
warhol@convergentwealth.com
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