Get inspired to maximize your life and legacy with “Imagine That,” our new podcast series.
If you can imagine all that, you’re in the right place. Confluence Financial Partners was founded on the belief that families deserve a higher standard — of planning, results, accountability and service. Planning for a lifetime of financial security is a serious responsibility. And it’s one we never take lightly.
Let's talk. We imagine you'll be able to see the difference right away.
What does it take to succeed in an increasingly technology-driven world? Adaptability. Curiosity. Resilience. In this episode, you’ll learn how smart businesses navigate change and technological disruption by innovating and evolving. Join host and Confluence Financial Partners CEO, Greg Weimer, as he interviews Darrin Grove, founder and CEO of Truefit, a Pittsburgh-based software development company. […]
We would be happy to conduct a no-cost, no-obligation review of your current financial portfolio or investment plan, to determine if it's in-line with your long term goals.
