Convergent Wealth Advisors

Address:

2600 Tower Oaks Blvd, Rockville, MD 20852

Phone:

Convergent Wealth Advisors manages more than $13 billion in assets with a philosophy of diversification and objective, open architecture investing to grow. The firm works with individuals, families and institutions. CWA advisors are industry leaders recognized by Barron's, Financial Advisor and Foundation & Endowment. CWA headquarters are based in Rockville, with regional offices in Los Angeles, New York, Portland, Rochester and Seattle.

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