Converge Wealth Partners

EST. AUM
$110,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Rochester
CRD Number
Website convergewealth.com
Client types

Overview

Converge Wealth Partners is an advisory team that recently joined the hybrid RIA platform of The AmeriFlex Group from Commonwealth Financial. Focusing on personalized wealth management and goals-based planning. The move was strategic, aimed at leveraging the robust, independent resources and technology platform of The AmeriFlex Group while ensuring continuity and stability for its client base.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Converge Wealth Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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