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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

Monthly Market Recap: November 2023

Monthly Market Recap: November 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Month in Review A November to Remember! November was a month to remember for investors: The S&P 500 posted its strongest November since 1980 (rising roughly 9%) and the Barclays Aggregate Bond Index...

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Passing the Torch: Navigating Wealth Transfer | Season 2, Episode 3

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Passing the Torch: Navigating Wealth Transfer | Season 2, Episode 3

Join host and CEO, Greg Weimer, as he speaks with our COO, Gregory Weimer, CFP®…

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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.

The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.

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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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999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108

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