Integrity at the heart of wealth management.
At Confluence, trust is built through strong relationships and thoughtful, consistent service. Our team brings a range of experience and works collaboratively to support each other and deliver meaningful results.
The Confluence Team
Leadership
Get to know the team that leads our firm.
Advisors
Meet our team of financial advisors.
Service & Operations
Learn about our service and operations team.
Join Our Team
Interested in working with Confluence?
Start your
journey today.
Connect with our team of Wealth Managers and Certified Financial Planners to discover how we can help you achieve your financial goals.