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CONVERGENT FINANCIAL GROUP

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FIDUCIARY WEALTH MANAGEMENT WITH
FINANCIAL PLANNING

Serving Clients in Mount Pleasant, SC and Nationwide

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We work with individuals and families who have built meaningful wealth and are navigating significant decisions like

retirement,
investment strategy,
intelligent risk management,
tax complexity,
and life transitions

that require tailored fiduciary advice and advanced investment strategies.

🗓️ SCHEDULE A PRIVATE CONVERSATION

A complimentary conversation to understand your goals and determine whether we’re the right partner for you.

INVESTMENT ADVISORY
DESIGNED FOR CLIENTS WITH GROWING COMPLEXITY

Our clients are often successful professionals, executives, business owners, and retirees who have accumulated meaningful assets and want those assets managed with intention.

They typically:

- Are navigating significant financial transitions

- Value clarity and personalized solutions

- Prefer a fee-only fiduciary advisory relationship built on transparency and trust

- Have $250,000+ investable assets in order to fully implement our proprietary investment strategies

INVESTMENT MANAGEMENT FOR LONG-TERM CONFIDENCE

We provide investment management with resilient and advanced strategies supported by integrated financial planning.

Planning is not a separate service or add-on. It is intentionally embedded into how investment decisions are made.

Our approach is designed to manage risk intelligently, reduce unnecessary complexity, minimize taxes, and coordinate investment decisions with life changes.

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You get holistic goal alignment, tax-optimized outcomes, growth opportunities with specialized risk protection, and long-term confidence... even when life changes require adjustments.

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GUIDANCE DURING KEY FINANCIAL TRANSITIONS

Many clients come to us at moments when financial decisions carry more weight than usual. These might include:

401k Rollovers

Approaching or Recently Retired

Inheritance or Sudden Wealth

Equity Compensation & RSU's

Career Transitions & Peak Earnings

Tax Complexity Creep

Each of these is an opportunity to take control and make meaningful progress toward your goals.

HOW IT WORKS

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With thoughtful analysis and practical steps tailored to your life, our collaboration will make complex decisions easier to navigate and bolster your confidence that your money is strategically optimized.

It all begins with an initial dialogue that is a mutual exchange of ideas, not a sales pitch.

If you then determine that we are the right firm for you, we begin a simple 3-step process designed to thoroughly maximize your finances so every dollar is working at its highest capacity. You can learn more about the process here.

Once those 3 steps are complete, our collaboration is just getting started. We prefer to meet with our clients, either in-person or via video call, at least twice a year to review your progress and make any necessary adjustments so that the wealth strategy is always precisely fine-tuned for your life. To that end, our door is always open between scheduled reviews as well. As your life evolves, keeping us in the loop allows us to provide the most responsive and personalized care for your financial wellbeing.

What to Expect at the First Meeting

CREDIBILITY
&
TRUST

Independent Fee-Only Fiduciary

We are professionally bound and personally committed to doing what's best for you 100% of the time. Our clients get unbiased advice because they are the only ones paying us. Once you become a client, we are fully accountable to you.

As for outcomes, the better you do, the better we do. That gives you another layer of assurance because our success is dependent upon yours... as it should be.

Complex decisions become easier to navigate with our thorough analysis and practical steps tailored to your life. From our first conversation to ongoing collaboration, you get the personal attention you deserve.

If you're navigating a financial transition or simply want a more coordinated approach to managing your wealth, we invite you to start with a conversation.

🗓️ SCHEDULE A PRIVATE CONVERSATION

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Q & A

Choosing an Investment Advisory Firm is a very personal and high-stakes decision. We thank you for considering Convergent Financial Group. Please click here to check out the answers to some common questions if you are not ready to schedule a conversation just yet.

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