Our Mission
At Convergence Capital, we align the right people with the right resources to help build an effective financial plan that you can be proud of. Ensuring you reach the financial security goals you have for yourself, your family, or your business is our top priority, and we are committed to being your partner along the way.
Our Approach
Our holistic approach to financial planning integrates investment portfolio management, insurance planning, tax-efficient strategies, equity compensation planning, education funding, retirement, and estate planning. Clients appreciate our unbiased advice and the comradery they feel as we all work together as a team.
Our Commitment
Our award-winning team has more than 50 years of collective industry experience, including being ranked by Forbes as one of the top financial security professionals in the country. We are honored to have worked with hundreds of client families spanning multiple generations, and countless individuals, to help them reach their financial goals. We look forward to learning about your unique needs, so we can provide balanced solutions and show you ways to implement your financial strategy.