The Power of Planning

At Convergence Wealth, planning begins with listening. We spend the time up-front to understand what you truly want from your money and when you want it. Before we ever build projections or suggest strategies, we take the time to collect a complete picture of your financial life. You can’t chart a course without knowing both where you are and where you’re going, so we start by grounding every plan in reality. From there, we identify opportunities, challenges, and tradeoffs that shape the path forward.

We believe in optimizing across the three fundamental buckets of wealth: Taxable, Tax-Deferred, and Tax-Free. A smart plan balances these over time to create flexibility and minimize taxes in retirement. We also believe that good planning requires short-term discipline for long-term success. Sometimes the best move today isn’t the easiest one! Our investment recommendations are always driven by the plan, not by today’s market headlines. And we believe in candor: if your current trajectory won’t get you where you want to go, we’ll say so and work with you to change it.

At Convergence Wealth, our advisors combine decades of experience with modern tools to design strategies that are clear, actionable, and built to adapt as life changes. We operate solely as fiduciaries. Our commitment is to your best interest, not to selling a product. We’re fee-based, advice-driven, and independent. Your success is the measure of ours.