Convergent Financial Group

About

Convergent Financial Group is an independent fiduciary financial advisory firm in Mount Pleasant, SC, specializing in wealth management and integrated financial planning for individuals and families with substantial assets. Their services include investment management, tax optimization, and guidance during financial transitions such as retirement planning and 401k rollovers. The firm emphasizes a coordinated approach to financial decisions, ensuring that investments, taxes, and long-term planning align effectively. Clients benefit from personalized strategies designed to manage risk, reduce complexity, and optimize financial outcomes throughout various life changes.

Service area

Serves the business city