investment management

A principled and elegantly simple strategy that is easy to articulate 

Private Investment Access

Access to local private investment strategies used by uber wealthy

State of the Art Facility

A state of the art office designed for interactive wealth planning

Financial Planning

An interactive approach you've likely never seen before

Estate Planning

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

Tax Planning

Divergent coordinates all tax strategies with your tax advisor

Dedicated Service Team

significant firm resources are dedicated to a robust service team

Credentialed Advisor

advisors are required to have 3rd party industry recognized credentials

Transparent Performance

all Clients get a personalized home page dedicated to account performance

Client Friendly Website

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

Digital Safe for heirs

encrytped digital archive that houses a clients most sensative information

Legal Fiduciary

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

Generational Relationships

we most commonly work with multiple generations in a family relationship