Frequently Asked Questions
Why do I need Convene Wealth?
Convene Wealth assists our clients to understand their unique financial situation when going through one of the most stressful events, divorce. Convene Wealth will collect all of your personal wealth information, review, and convene to discuss with you and your legal representation, so that you completely understand your personal wealth.
Do you only work with certain attorneys?
No, Convene Wealth gains clients directly from individuals who have file, or preparing to file, for divorce, as well as Family Law firms looking for a 3rd party to review, compile, and help educate their clients regarding their personal wealth.
Does Convene Wealth perform tax preparation?
Convene Wealth does not perform any tax preparation.
Is Convene Wealth a financial advisor?
Convene Wealth does not offer any financial advice. We assist you and your legal representation with formalizing your personal wealth situation.