Category: Videos
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Conversations With Confluence: Turning Market Noise into Opportunity
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Why Diversification is the Key to Smarter Investing
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Conversations with Confluence: Smart Tax Planning for Wealth Management
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How Electing Per Stirpes and Per Capita Affects Your Heirs
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Conversations with Confluence: Investment Outlook
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Are you a financial advisor looking for a different environment?
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A New Standard at Confluence Financial Partners
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Our Story at Confluence Financial Partners
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Be the Architect of Your Future
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Market Update from Confluence Financial Partners – Sept. 2022
It is difficult to turn on the news and not be overwhelmed by negative headlines: bear markets, recession, political partisanship, to name a few.
In times like these, we believe it is key to focus on actions that you can control. Hear from Greg Weimer, CEO, and Bill Winkeler, CFA, CFP®, Director of Investments, on what we at Confluence are thinking about and executing for our clients.
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks.
Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.