Maximizing your wealth, maximizing your life

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.


Confluence Wealth Management LLC helps clients meet their goals—however diverse or complex. Please contact us directly if you have any questions or are seeking more information.

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If you’d like to know more about Confluence and our complete suite of services, please . We’d love to hear from you.

Contact Us

  • Confluence Wealth Management
  • 1211 SW 5th Ave # 1160
  • Portland, OR 97204
  • Phone: 503.221.7595
  • Fax: 503.972.4197
  • Email: