Our Company

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In 2011, three senior partners hailing from CMC Advisers and Pacific Investment Advisors joined forces and drew on decades of experience to build Confluence. Confluence has quickly become one of the largest wealth management firms in the Pacific Northwest region—with the service and reputation to match.

We also partner with firms like Perkins & Co and national advisors from across the country belonging to Aegis Financial Advisory, Mix III, and the Family Wealth Advisory Council to bring you a depth of financial expertise rarely found in an intimate, service-oriented environment like ours.