Our Services
A simple plan. A disciplined portfolio. A team that coordinates taxes and investing. So every dollar works harder.
Investing
Our team will design your portfolio using best-in-class funds and ETFs, customized with strategic tilts to match your situation. If you prefer individual stocks, we can build in targeted stock strategies — from high-growth innovators to income generators. We can also include alternative exposures like cryptocurrency and precious metals.
Planning
What does wealth mean to you? The ability to retire? To travel? To control your time? At Convergence, we listen to your story. Then we build a plan that is custom fit for what you’re trying to build, from a broad financial plan down to each investment.
Retirement
If retirement is right around the corner or still a ways off, our team knows what it takes to get there, and stay there. Our detailed analysis of your specific situation will give you clear next steps with a team walking beside you for each one.