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Convergent Wealth Advisors, LLC

Investment Management Firms

Description

Convergent Wealth Advisors, LLC is a boutique investment banking firm that provides financial advisory services. It provides investment planning, portfolio construction, alternative investment, concentrated wealth strategies, equity risk management, tax-advantaged investments, tax management strategy, and performance reporting services to banks, trust companies, and independent advisory firms. The firm was formerly known as Lydian Wealth Management and changed its name on May 1, 2007 as a result of acquisition by City National Corporation. Convergent Wealth Advisors, LLC was founded in 1994 and is based in Potomac, Maryland. Convergent Wealth Advisors, LLC operates as a subsidiary of Convergent Capital Management LLC.

Corporate Address

12505 Park Potomac Avenue Suite 400 Potomac, MD20854 United States of America

United States of America

301-770-6300

Tags:

Banking, Bank Capital, Banking and Investment Management Services, Equity and Investment Banking, Corporate and Investment Banking Services, Investment Banking and Financial Services Company, Mergers and Acquisitions

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