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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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Featured Insight

4 Investment Themes for 2023

4 Investment Themes for 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Heading into 2023, the Investment Advisory Committee believes we are beginning to return to a more historically normal, rational economic environment. The Committee has identified four key themes for 2023 and the years...

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Episode 28: Developing a Winning Culture: Confluence’s Next Generation

Imagine That

Developing a Winning Culture: Confluence’s Next Generation

In August of 2019, Confluence CEO, Greg Weimer sat down with a few of the…

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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

Sewickley, PA

1605 Carmody Court, Suite 101
Sewickley, PA 15143

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