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Pittsburgh, PA

One PPG Place, Suite 2420
Pittsburgh, PA 15222

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732 E McMurray Road
McMurray, PA 15317

724.271.8801

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1605 Carmody Court, Suite 101
Sewickley, PA 15143

724.719.6600

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999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108

239.422.5410

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Featured Insight

4 Investment Themes for 2023
Articles

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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Featured Podcast

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

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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