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.