Wealth Management
in Columbia, MO
A simple plan. A disciplined portfolio. A team that coordinates taxes and investing. So every dollar works harder.
If you’re in Columbia, Missouri and your financial life has gotten “successful but complicated,” you don’t need more noise—you need a clear strategy and an advisor who can execute it with discipline. At Convergence Wealth, we provide comprehensive financial planning and investment management for households and business owners who want one coordinated view of their money: investments, retirement decisions, tax strategy, and major life events.
Or call us at (573) 818-2264
What Wealth Management Looks Like at Convergence
Wealth management isn’t a product. It’s an ongoing process built around your goals, your cash flow, your tax reality, and the real decisions you’ll face in the coming years.
Here’s what that process typically includes:
Investments with a discipline you can stick to
Portfolios are built to fit your goals and risk tolerance, then maintained with a long-term approach:
Evidence-based allocation and diversification
Rebalancing discipline
Tax-aware decisions in taxable accounts
A plan for volatility before volatility shows up
A Plan that tells your money what to do
We help you answer the big questions with numbers, not emotions:
When can I retire and how much can I spend?
How do we reduce lifetime taxes (not just this year’s)?
What should we prioritize: debt payoff, investing, 529s, real estate, charitable giving?
How do we handle concentrated stock, business income, or a big liquidity event?
Retirement strategy that goes beyond “max the 401(k)”
Retirement success is usually won (or lost) through sequencing and tax decisions:
Roth vs. Traditional strategy
Withdrawal order planning
Required Minimum Distribution (RMD) planning
Social Security coordination
Backdoor Roth and retirement plan coordination for high earners
Coordination with Tax Planning
For many clients, the biggest “return” isn’t from picking a hot fund, it’s from avoiding preventable tax mistakes and missed opportunities.
We coordinate closely with tax professionals—especially valuable if you:
Own a business
Have variable income
Are approaching retirement
Expect an inheritance or major asset sale
Are doing Roth conversions or charitable strategies
Who We Work With
We’re a strong fit if you’re in Columbia, MO or the Mid-Missouri (Mid-Mo) area and:
You have $250,000 in investable assets and want a long-term advisory relationship
You’re a high earner trying to make smart retirement plan decisions
You’re within ~10 years of retirement and want clarity and confidence
You’re a business owner dealing with cash flow, taxes, and “what now?” questions
You’re tired of scattered accounts, scattered advice, and scattered decision-making
If you’re mainly looking for one-off stock picks or someone to “beat the market,” we’re not the right shop. If you want a comprehensive plan and an advisor who executes it with discipline, you’re in the right place.
Why Local Matters
You can hire an advisor anywhere. But for many families, there’s value in a team that’s here:
Meetings in-person when it matters
Familiar with local businesses and realities
Coordination with your CPA, attorney, and insurance professionals
Our Location and Availability make it easy to get in touch whenever you need us:
Office: 3919 S. Providence Road, Columbia, MO 65203
Phone: 573-818-2264
Hours: Weekdays from 8AM to 5PM
Meet Your Advisors
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Travis Cook
Founder, CEO, Advisor
20 Years in Finance -
Tyler Hoffmann
President, Advisor
16 Years in Finance -
Mark Brooks
Director of Wealth, Advisor
15 Years in Finance
Common Questions
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Most clients engage us for both comprehensive planning and investment management, because the plan and the portfolio should match.
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We use a transparent fee structure based on assets under management. After an initial conversation, we’ll outline the scope and fee clearly.
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While we have a stellar group of CPA’s under the Convergence Companies umbrella, we frequently collaborate with outside CPA’s as well.
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Yes. We operate in a fiduciary capacity and put client interests first.
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We do not have a minimum, but find we are most helpful to clients who have investable assets of $250,000 or more.
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Absolutely. We frequently provide information on retirement plan strategy (401(k), SEP/SIMPLE, and other structures) and how those decisions interact with taxes and cash flow.
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We specialize in strategies like these, especially when coordinated with your tax professional to avoid surprises.