Confluence Wealth Management

At Confluence Wealth Management we have one mission: to help our clients achieve their life goals. Here, clients at all stages of wealth—emerging, growing, and established—will find objective strategic partners. Our fee-only structure and holistic approach means we focus entirely on providing the services and personal attention that help clients grow and preserve their wealth. We work closely with:

  • High net worth families
  • Corporate executives
  • Business owners and entrepreneurs
  • Specialty health care professionals
  • Retirees
  • Women of wealth
  • Business owners
  • Same-sex couples
Retirement plans
  • Profit sharing
  • 401(k)
  • Defined benefit

The Confluence Experience

Starting with an analysis of each client’s overall financial situation, we create a long term strategic plan. Then we help implement that customized plan in a tax-efficient, effective way. Along with a fully personalized experience, our clients receive the benefit of 100 years’ combined financial services expertise from our advisors. Let us help you achieve your goals through:

  • Financial planning
  • Investment management
  • Retirement planning
  • Wealth management
  • Retirement plans
  • Special projects as needs evolve
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