Skip to main content

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.

Learn MoreContact Us

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. 

kathleen sitting on table

“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


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.

info [at]
woman talking on a telephone