Confluence Wealth Management is an independent firm that offers a full suite of wealth management services that empower clients in all walks of life to find success in acquiring, growing, and securing wealth. We listen closely to understand our clients’ wants and needs, which enables us to find the right solutions for each individual’s unique situation and challenges. We approach every conversation with complete objectivity; our clients’ best interests are paramount in every recommendation we make.
At Confluence Wealth Management, we define success as not only building our clients’ wealth, but also enriching their lives, thus our tagline, Let’s Make it Matter.
Our Core Values
Building Enduring Relationships. We build long-lasting relationships with our clients that often bridge generations. We work to earn our clients’ trust every day.
Relentless Pursuit of Success. We are determined to provide our clients with practical solutions and unmatched customer service. To meet that lofty goal, we are committed to continual education and professional development, which leads to even better solutions for our clients.
Whatever it Takes. We seek to develop the best plan of action for our clients, and do whatever it takes to make their lives better. Our actions are always in the best interest of our clients.
Celebrating the Journey. We provide our clients and their families with a lifetime of professional and personalized guidance. Together, we look forward to celebrating personal and financial successes along the way.
What's in a Name?
Financial well-being happens when people come together. Where experienced professionals and specialized experts collaborate with valued clients to find solutions to financial challenges, Confluence is at the center.
We’re proud to be active members of leading local and national organizations in the financial services industry.