Confluence Wealth Management LLC, is an independent and objective fee-only wealth management firm focused on creating comprehensive solutions for your financial needs. We partner closely with our clients, seek to understand their unique goals and challenges, then take an integrated approach to delivering financial planning and wealth management services. We work with clients who are just starting their professional careers, those accumulating wealth, as well as those that are starting to spend their wealth.
Our Core Values
- Shared Purpose
- Integrity
- Trusting Relationships
- Evolving
What We Do
To assist our clients in achieving their life objectives, we work closely with them to analyze their overall financial situation, create a strategic plan, and then assist in implementing their plan in a tax-efficient, effective way. We are committed to providing customized, personal service that supports our clients with the time and attention they need.
We provide a confluence of integrating your long-term objectives with a disciplined investment approach. Successful investment management is born from understanding, experience, and engagement. We strive to have our client’s current and future wealth always serve as a true asset so they can focus on the most important element of life—living it.
Our Clients
Our clients are a diverse group, who all share a common need: seeking an independent and objective strategic partner to help them grow and preserve their wealth. From established professionals, executives and entrepreneurs to retirees and independent women, our clients deeply value the experience, perspective and insights they gain from working with our advisors.