C
Convergent Wealth Management, LLC
New
Offers online services
New
Offers online services
About
One stop full service wealth management, an embedded CPA, in an independent RIA.
Gratification in being an advisor who re-instills faith back in those who lost it for the finance industry. To know we are pleasing clients, helping them meet their goals, and the honor of them inviting friends and family as well.
Highlights
5 employees
23 years in business
Serves Town And Country , MO
Offers online services
Photos and videos
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
No cost or obligation initial meeting. Fiduciary recommendations and relationship with each client.
What education and/or training do you have that relates to your work?
IAR, CPA
What questions should customers think through before talking to pros about their needs?
What are their goals? What kind of relationship do they want with a financial professional: a broker working on commission, or an advisor watching their investments with a fiduciary requirement? Who has their best interest?
Services offered
Financial Services And Planning