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Convergent Wealth Advisors

Financial Services

Specialities :
Financial planning
Trust & estate planning
Legacy planning
Retirement planning
Insurance planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Convergent Wealth Advisors

What does Convergent wealth advisors do?+

Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a true family office experience and relevant services at a far lower cost than a full service, internal family office. Convergent provides a full scope of financial services on a bundled or unbundled basis: 1. Financial Planning 2. Legacy Planning 3. Investment & Portfolio Oversight 4. Asset Management Convergent is a subsidiary of RBC USA Holdco and an affiliate of City National Bank. Convergent is headquartered in the Washington Metro Area, with offices in New York...

What are Convergent wealth advisors's specialties? +

Financial planning,trust & estate planning,legacy planning,retirement planning,insurance planning,philanthropic planning,family governance,investment oversight,and asset management

What is Convergent wealth advisors's industry? +

Convergent wealth advisors operates in the Financial services industry.

What is Convergent wealth advisors's revenue? +

Convergent wealth advisors's revenue is 11m - 100m

What is Convergent wealth advisors's company size? +

Convergent wealth advisors has 11 - 50 employees.

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