Convergent Financial Group

Convergent Financial Group is an independent, fee-only fiduciary wealth management firm serving high-net-worth individuals, executives, business owners, and retirees in Mount Pleasant, SC and nationwide. They specialize in integrated investment management and comprehensive financial planning for clients with $250,000+ in investable assets, coordinating investment decisions with tax optimization, retirement planning, and major life transitions. Their approach combines advanced risk management strategies with tax-aware planning to help affluent families protect and grow meaningful wealth without the conflicts of interest inherent in commission-based advisory relationships.