CONVERGENCE PLANNING GROUP

Our integrated approach aims to identify, understand, plan for, and resolves the full slate of legal, tax, wealth and family issues that high-net worth individuals and families and privately-owned businesses face throughout their lifecycles. Each individual, family and business is different, so each comprehensive plan is customized to those unique circumstances. To get to that optimal result, we invest the time to learn about every aspect of each client situation to ensure we understand the big picture. Because of this need for a deeper understanding, we intentionally limit the number of clients that we actively represent at any given time... Every comprehensive plan we develop involves an iterative process that includes continual attention and adaptation to ensure that it remains responsive to changes in your current situation and future goals. As wealth, family circumstances and laws change, so must the plan. Therefore, we work with you over the course of your lifetime, in..

Also known as: Convergence Planning Group, LLC

Primary location: Brookfield United States