What Is CoVergence?


At CoVergence Group, everything we do is based on a foundation of integrity, honor and trust.  We believe when significance and purpose merge with success the result is exponential growth and financial freedom.  With over 70 years of collective experience, we help you accomplish your goals by employing a clear strategy singularly focused on transforming a clear vision into tangible results.

Our brand embodies this strategy.  The center circle symbolizes working together alongside our clients.  The building blocks containing our “CVG” initials represent the innovative investment and business transformation strategies for business owners, individuals and high-performing teams who look to us to help them achieve their vision, goals and objectives.


We make it our priority to not only listen to but also hear the needs of each client so we may best work together as a team. For us, only one measure counts: are we helping you meet your goals? The first step is to sit down with you and define your objectives, recognizing they are different for every client. Then, we draw upon our expertise to develop a plan appropriate for your situation. The result is a strategy designed specifically for you.

Our passion is to work alongside clients as they transition through in all seasons of business, helping them to arrive successfully at their ultimate destination

CoVergence Group also works to preserve your wealth by managing well your downside risks.  Too often for many individuals and family businesses building a solid financial framework lending security to the future of one’s heirs is not the primary focus. We help our clients see they have a unique opportunity to shape their legacies now while at the same time impacting others by giving a lasting philanthropic contribution.

At CoVergence we care about you by making your financial goals our business.