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Convergent Wealth Advisors, LLC
       
 
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Convergent Wealth Advisors, LLC
 
 
Overview: 

Convergent's story begins with a group of passionate, committed experts managing the assets of one family.  And though today we're an industry leader with more than $10 billion under advisement, we maintain our original focus — helping wealthy individuals and families live well.

That’s Convergent’s key to growth. Founded in 1994 as CMS Financial Services (“CMS”), we have concentrated on what we know best: providing affluent investors with unbiased, holistic wealth management.

From new technologies, such as our proprietary Monte Carlo Simulation Model to early use of alternative investments, we've always been ahead of the curve. We were among the first to provide consolidated performance reporting, keeping our clients in the loop without tying up their valuable time. During the boom of the 1990s, we saw the increase in concentrated wealth and responded accordingly, addressing diversification, risk and tax implications.

As we focused on a philosophy of diversification and unbiased, "open architecture" investing, our client base grew. Strategic acquisitions brought in the Lydian name and built our strength. We enhanced our expertise in alternative investments, including private equity and real estate, through acquiring Windermere Investment Associates. The purchase of Copper Beech Advisors broadened our "human capital" planning services, which help preserve wealth across generations.

Yet even as we evolved, our foundation has remained constant: providing clients with exceptional service, objectivity, innovation and smart thinking.
Formerly known as:  Lydian Wealth Management


 
 
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