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                  INNOVATIVE CREDENTIALED PLANNERS & INVESTMENT PROFESSIONALS

wealth advisors passionate about providing tangible value

Wondering if your advisor is providing real value? So are we.

Schedule Complimentary Consultation






INNOVATIVE CREDENTIALED PLANNERS & INVESTMENT PROFESSIONALS

 NOT ALL ADVISORS ARE CREATED EQUAL

Wondering if your advisor is providing real value? So are we.


Services

Your Advisor

investment management

A principled and elegantly simple strategy that is easy to articulate 

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Private Investment Access

Access to local private investment strategies used by uber wealthy

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State of the Art Facility

A state of the art office designed for interactive wealth planning

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Financial Planning

An interactive approach you've likely never seen before

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Estate Planning

Divergent will cover most - if not all - the costs of estate planning*

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Tax Planning

Divergent coordinates all tax strategies with your tax advisor

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Dedicated Service Team

significant firm resources are dedicated to a robust service team

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Credentialed Advisor

advisors are required to have 3rd party industry recognized credentials

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Transparent Performance

all Clients get a personalized home page dedicated to account performance

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Client Friendly Website

simple to navigate, rich in content, and user intuitive financial tools.

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Digital Safe for heirs

encrytped digital archive that houses a clients most sensative information

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Legal Fiduciary

a 100% legal fiduciary bounded by law to act in the clients best interest

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Generational Relationships

we most commonly work with multiple generations in a family relationship

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*For qualifying clients only. Client must have at least $500,000 in managed assets with Divergent. 

 

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385-237-4000