About
Convergence Wealth Advisors is a registered investment advisor firm with offices in Providence, RI and Fall River, MA.
Convergence Wealth Advisors is a registered investment advisor firm with offices in Providence, RI and Fall River, MA, providing fee-only investment management and advanced planning to individuals, trusts, charitable organizations, and qualified plans. Our firm is a member of the BAM ALLIANCE, a community of more than 140 independent wealth management firms committed to putting client interests first. Member firms serve more than 17,000 clients, representing more than $25 billion.
Services
business financial services
estate planning consulting services
investment trust consulting services
investing services
financial planning services
corporate tax planning services
investment services
investment advisory services
business planning and development services
investment casting services
real estate investment services
financial services
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Detailed Information
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- Contact Kristin Dexter