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Our Community

Our Community

Like so many of our clients, we’re personally very invested in our professional and civic communities. Here are a few of the organizations to which Confluence people give time and support.

Professional

  • CFA Society Portland
  • Estate Planning Council of Portland
  • Financial Planning Association
  • International Women’s Forum Oregon (IWF)
  • National Association of Personal Financial Advisors (NAPFA)
  • OSU Business Roundtable
  • OSU College of Business Finance Circle
  • Perkins & Co. Legacy Planning Group
  • Women in Financial Services

Community

  • Asian Health & Service Center
  • Beaverton HS Fundraising Committee
  • Friends of the Children
  • Meals On Wheels People
  • OSU Alumni Association
  • Portland Business Alliance
  • Legacy Health Foundation
  • Randall Children’s Hospital Foundation
  • YMCA Camp Collins
  • William Temple House
  • Girl Scouts Of Oregon and SW Washington

Sports, Arts and Culture

  • The Mazamas
  • Pacific Crest Trail Association
  • Portland Japanese Garden
  • Portland Jazz Festival
  • Regional Arts and Cultural Center
  • Oregon Women’s Sailing Association

About Us

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  • Our Core Values

Powering the Potential of our Future Generations

Confluence Wealth Management

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1211 SW 5th Avenue, Suite 1200 | Portland, Oregon 97204 | 503.221.7595

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