Confluence takes its name from the powerful junction of rivers, and represents the merging of over 100 years of combined financial services expertise, newly focused on meeting your needs and exceeding expectations.

Confluence Wealth Management LLC is an independent and objective, fee-only wealth management firm focused on creating comprehensive solutions for your financial needs.

We focus on a holistic strategy of blending your financial wealth with your vision of fulfillment. We’re always working for you, aligned with your interests, and focused on the ideal approach for your financial situation.