User:Independence by Convergent/sandbox

Independence by Convergent™
Independence is a division of Convergent Wealth Advisors, a wealth management firm providing holistic solutions to ultra-high net worth clients.

Overview

Independence by Convergent provides sophisticated strategies and comprehensive financial planning to high net worth clients across the United States. The Independence team delivers the strategies and techniques to the $1 million investor used by the $100 million investor. Independence is backed by Convergent Wealth Advisors, a company that manages approximately $8.5 billion in assets for some of the wealthiest individuals and families in the country (as of 3/31/14). With two Convergent advisors ranked in the Top 10 on Barron’s 2013 list of the Top Independent Wealth Advisors, Independence specializes in advising individuals with over $1 million in investable assets.

Services Offered


 * Investment Planning
 * Estate & Trust Planning
 * Retirement Planning
 * Business Exit Planning
 * Lifestyle Planning
 * Charitable Planning
 * Insurance
 * Tax Planning
 * College Funding
 * Charitable Planning
 * Insurance
 * Tax Planning
 * College Funding
 * Tax Planning
 * College Funding
 * College Funding
 * College Funding

Recognition


 * Advisor earned the #1 spot in Maryland in the state-by-state list of Top 1,200 Financial Advisors (Barrons)
 * Advisor ranked # 10 on the list of nation's top 100 Financial Advisors (Barrons)
 * Selected as Best Private Client Investment Platform – Client Service (Private Asset Management)
 * 2013 - Ranked #10 on Forbes Top 50 Wealth Managers (Forbes)
 * Ranked #2 in Total Assets on annual list of Top Wealth Managers (Advisor One)
 * Selected as a Leading Wealth Advisor (Family Office Exchange)
 * Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past six years (Financial Advisor)
 * Recognized as one of Washington's Premier Wealth Advisors (Nabcap)
 * Ranked #2 in Total Assets on annual list of Top Wealth Managers (Registered Rep.)
 * Steve Aucamp Recognized as a Top Money Manager in Washington, DC (Smart CEO)
 * Dave Zier recognized as Top Financial Advisor in Washington, DC (Washintonian)
 * Stephanie Zaffos: Southern California Rising Star (Los Angeles Magazine)
 * Financial Times Top 300 Financial Advisors (Financial Times)
 * Recognized as one of Washington's Premier Wealth Advisors (Nabcap)
 * Ranked #2 in Total Assets on annual list of Top Wealth Managers (Registered Rep.)
 * Steve Aucamp Recognized as a Top Money Manager in Washington, DC (Smart CEO)
 * Dave Zier recognized as Top Financial Advisor in Washington, DC (Washintonian)
 * Stephanie Zaffos: Southern California Rising Star (Los Angeles Magazine)
 * Financial Times Top 300 Financial Advisors (Financial Times)
 * Dave Zier recognized as Top Financial Advisor in Washington, DC (Washintonian)
 * Stephanie Zaffos: Southern California Rising Star (Los Angeles Magazine)
 * Financial Times Top 300 Financial Advisors (Financial Times)
 * Stephanie Zaffos: Southern California Rising Star (Los Angeles Magazine)
 * Financial Times Top 300 Financial Advisors (Financial Times)
 * Financial Times Top 300 Financial Advisors (Financial Times)

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