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No Surprises.
That's the Plan.

Comprehensive wealth management and expert financial planning to help you manage your money, invest for the future, and grow your wealth.

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Why Work With Us

Expertise You Can Trust

Every advisor on our team is a CERTIFIED FINANCIAL PLANNER™ and a Fiduciary, which means they have a legal and ethical obligation to act in your best interest.

Collaborative Approach

We take a holistic approach to your finances, utilizing the expertise of our in-house team, engaging specialists as needed, and cooperating with the rest of your professional team.

Confidence to Proceed

We’re proud to provide a comprehensive suite of offerings for a set price, so you never have to worry where our loyalty lies. Our concern is helping you meet your goals, not making commissions.

About Us

We are a Portland, Oregon-based independent firm that takes a personalized approach to serving our clients’ wealth management and financial planning needs. Our team of financial advisors are true industry experts and CERTIFIED FINANCIAL PLANNERS™, which means they’re uniquely qualified to create strategies and provide insights to help you meet your short- and long-term financial goals.     

At Confluence Wealth Management, we work together to create personalized solutions that work for you. Our name reflects our philosophy for realizing true financial well-being: coming together. Confluence is a place where industry expertise, innovative strategies, partnership, and collaboration meet your biggest and most significant financial goals. 

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“We find solutions and build the strategy to help clients realize their dreams, hopes, and objectives. It’s a privilege to work for our clients who are so smart and accomplished.”

Kathleen Kee

CEO, CFP®

Ready to get started?

Let’s get to know each other. Contact us today so we can start a conversation about your financial goals. We look forward to meeting you.

503.221.7595
info [at] confluencewealth.com
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