Firm Registration and Website Disclosure

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security or insurance. We take protecting your data and privacy very seriously. Convergence Wealth Partners, LLC is an investment advisor registered with the State of California Department of Financial Protection and Innovation. The firm may transact business in additional states where it is appropriately registered, excluded or exempted from registration. This website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term "registered" to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2A & 2B Brochures for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link CONVERGENCE WEALTH PARTNERS LLC - Investment Adviser Firm. We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Disclosure Brochures and Privacy Policy.

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Insurance Services

Any insurance services referenced would be offered only through Financial Convergence Insurance Solutions Inc. CA DOI: 0L83689. Financial Convergence Insurance Solutions Inc. and Convergence Wealth Partners, LLC are not affiliated entities.

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Informational Purposes Only

This website is for informational purposes only. All information, statements, and opinions contained on this website regarding the securities markets or other financial matters is obtained from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any information presented herein. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. The information on this website is not intended as personalized investment, tax, or legal advice and we do not provide any tax or legal advice to clients. You should consult with your independent legal tax and/or investment professionals with respect to your individual financial situation and investment needs before considering any investment or course of investments.

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Educational Articles and Blog

Convergence Wealth Partners, LLC is a State of California registered investment adviser based in Redding, California. For additional information about Convergence Wealth Partners, LLC, you can access a copy of our Form ADV Disclosure Brochure, at CONVERGENCE WEALTH PARTNERS LLC - Investment Adviser Firm. This Disclosure Brochure will provide you with a full description of the firm's business operations and services.

This article should not be interpreted or construed as any of the following, investment, legal, tax, financial planning, or wealth management advice. It does not substitute for personalized investment or financial planning from Convergence Wealth Partners, LLC. This article conveys the views and opinions of its author, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy.

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Content and Presentations

Investment advice offered through Convergence Wealth Partners, LLC, (CWP) an investment adviser registered with the State of California Department of Financial Protection and Innovation and able to provide investment advice in states where it is registered, exempt, or excluded from registration. Any insurance services referenced would be offered only through Financial Convergence Insurance Solutions Inc. CA DOI: 0L83689. Financial Convergence Insurance Solutions Inc. and Convergence Wealth Partners, LLC are not affiliated entities.

‍Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

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Hypothetical Information

Please note, the presentation herein includes the use of models or hypothetical data, which represent, but are not in fact actual client portfolios. Actual portfolio results may vary materially. Hypothetical performance has the benefit of hindsight and is free of the influence that market events could have on an actual investor.

Values are shown net of fees and calculated as of the dates stated. We believe the sources of our information, which may come from third party service providers, to be reliable, however the accuracy and completeness of the information is not guaranteed. If performance data is shown, backup data will be available for the time frames specified.

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Market Commentary

The commentary or opinions presented herein contain the author's opinions at the time of writing and are subject to change. Opinions from 3rd parties may differ from those of Convergence Wealth Partners. Convergence Wealth Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use.

Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

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Electronic Communications

Investment advisory services are offered through Convergence Wealth Partners, LLC, a State of California registered investment advisor. Convergence Wealth Partners, LLC does not accept via e-mail time-sensitive transactional messages or instructions, to include: orders to buy and sell securities of any type, instructions regarding changing account allocation(s), or any other instructions pertaining to deposits or withdrawals from client accounts.

Confidentiality: The information transmitted in this message, to include any and all file attachments, is intended solely for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is strictly prohibited. If you have received this transmission in error, please contact the sender and immediately destroy any copies of this document.

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