About Independence

Are you looking for the freedom to...

• explore new personal and professional directions?
• provide security for your family now and in the future?
• retire on your own terms so you can enjoy travel, golf, hobbies?

Or are you looking for the freedom from...

• dealing with the complexity and uncertainty of managing your wealth in a volatile market?
• worrying about government safety nets, health care costs, or elder care?
• wondering whether you'll have enough?

Whatever freedom—Independence—means to you, our goal is to help you achieve it. Independence by Convergent™ manages your investments—and your entire financial life—so you can focus on other things—like your Independence Day.

What We Do

What we do is provide you with a complete wealth advisory service backed by Convergent Wealth Advisors, a company that advises on approximately $10 billion (as of October 31, 2011) for some of the wealthiest individuals and families in the country. Having developed an investment solution especially designed for the high net worth investor, Independence can now bring you the kind of investment and financial advice previously accessible only to the wealthiest. With the #1 and #3 top financial advisors in the nation ranked on Barron’s Top 100 Independent Financial Advisor’s listing 2011, Independence by Convergent™ specializes in advising individuals with between $500,000 and $5 million in investable assets.

What we won’t do, by the way, is sell you any proprietary financial or insurance products.  We don’t get commissions or kickbacks from anyone. As a result, what we recommend, we recommend for your benefit and yours alone. We’re as Independent as you are.

Contact us today to learn how you can start on the path to true financial independence.