Convergent wealth advisors

onvergent Wealth Advisors is a recognized industry leader in wealth management, providing customized wealth advisory services to affluent individuals and family offices. Headquartered outside of Washington, DC, Convergent also has offices in Los Angeles, New York, and Portland (OR). Convergent is a majority owned subsidiary of Convergent Capital Management and City National Corporation (NYSE:CYN), the parent company of City National Bank. Convergents senior management team maintains significant minority ownership position in the company. Given our role in working directly with clients, as well as the extensive network we have developed among the accounting, legal and other professions that serve wealthy investors and family offices, Convergent has the advantage of an insiders perspective to the wealth management industry. This focus provides Convergents clients with an ongoing source of new ideas for investments, estate planning, tax or structural techniques, as well as a mode of comparing best practices in due diligence. We believe our platform allows us to retain our position on the vanguard of investment advisory experience. Using our best of breed technology, a deep knowledge of alternative strategies and state of the art performance reporting, Convergent helps individuals and family offices through innovative investment strategies combined with the knowledge and experience to implement them.