Convergent Wealth Advisors
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Comprehensive multi-family office serving DC and beyond
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Claim This Profile →About Convergent Wealth Advisors
Convergent Wealth Advisors is a Washington DC-area multi-family office providing investment management, tax, estate, and family advisory services to ultra-high-net-worth families, executives, and foundations.
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