At Divergent Private Wealth Advisors, we have extensive experience working with successful business owners and high net worth families to help them achieve their life goals and plan for the intergenerational transfer of wealth. We also work closely with people who have experienced a sudden and major event in their life (inheritance, divorce, the death of a spouse or child, etc.) and help them re-create and re-tool their financial lives. Wealth accumulation strategies for younger people in their peak earning years and decumulation strategies for retirees are a crucial part of financial planning for everyone, and we strive to educate and advise around these concerns to maximize the possibility of achieving your retirement dreams.
We offer a wide array of financial services including wealth management, retirement planning, education funding strategies, and helping clients develop long-term financial strategies to include investment planning and portfolio management. We help clients focus on estate planning issues and work with their estate attorney in developing their estate plan, as well as implement philanthropic initiatives.
Discuss your financial and investment management concerns, knowing we listen with understanding and compassion. We promise a comprehensive and customized financial plan and investment strategy built to meet your particular needs. We have the knowledge and experience to help craft long-term strategies that will provide financial stability today while building a successful future. Our client discussions are always confidential, so contact us today about your planning or investment concerns