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Steve Lockshin is an American financial advisor, entrepreneur and financial author that has focusing on ultra high-net-worth clients and estate planning. [1] [2]He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 [3] (which shut down a year later), [4] [5] and Advice Period in 2013 [6] [7] (which ...
Fortigent, LLC began in 1994 when Jamie McIntyre and Steve Lockshin collaborated to create CMS Financial Services, [1] [2] a wealth management, consulting and performance reporting firm based in Rockville, Maryland. [3]