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Charles Schwab logo

CFG has selected Schwab as primary custodian for our clients' accounts.  This is where you log in for tax statements and monthly statements, but can also see your positions and transactions within your investment accounts.

RightCapital logo

This is our communications hub.  It's where we do financial planning projections and share documents.  You can see your up-to-the-minute net worth, cash flow analysis, and your progress on all the work we're doing together

Black Diamond logo

This is bonus technology for our investment clients.  Here you can take a more detailed and customized look at your investment performance including integration with your Riskalyze profile.

I'm not a client yet, but I might want to be...

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Convergent Financial Group 2024 All rights reserved.

CONVERGENT FINANCIAL GROUP

is proud to have been highly rated and voted among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.

3850 Bessemer Road
Mount Pleasant, SC 29466
(843) 972-4402

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