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Convergence Wealth Partners
Services
Our Process
Grow
Events
About
Contact
Meet with us
Services
Our Process
Grow
Events
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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.
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. 
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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