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Insights Insights New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222

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New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222

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Latest Insight

Your Financial Guide for a Career Transition

Your Financial Guide for a Career Transition

by Melissa Pirosko

MBA, Wealth Manager

Navigating a job change is a significant undertaking, especially for those with considerable assets and financial interests. This guide is designed for professionals, including executives, physicians, and business owners as they work through...

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Tips for Raising Confident Children | Season 2, Episode 5

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Tips for Raising Confident Children | Season 2, Episode 5

At Confluence Financial Partners, we believe in the holistic well-being of our clients and their…

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We’re on a mission to help our clients maximize their lives and legacies through thoughtful financial planning, intelligent investing, continual improvement, and exceptional service.

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.

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Pittsburgh, PA

One PPG Place, Suite 2420
Pittsburgh, PA 15222

McMurray, PA

732 E McMurray Road
McMurray, PA 15317

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1605 Carmody Court, Suite 101
Sewickley, PA 15143

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