Convergent Wealth Advisors has been nominated for the Family Wealth Report Awards. The firm has been selected as a finalist in the Multi-Family Office (National) category.
The awards are designed to recognize companies, teams and individuals that have ‘demonstrated innovation and excellence during 2014. Award winners, which will be announced March 12, are judged on the basis of entrants’ submissions and their response to questions focusing on the client experience, according to Stephen Harris, ClearView Financial Media’s chief executive and publisher of Family Wealth Report.
Convergent provides investment consulting services and customized wealth management solutions to ultra-high-net-worth individuals and family offices with investable assets of $10 million and more. The firm has offices in Washington, D.C., Los Angeles, New York and Portland, Ore.
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