Recent Posts

Check This List – Twice – Before Year-End

Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.…
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Welcome Nathan R. Garcia

We are pleased to announce the hiring of Nathan R. Garcia.  He will serve as Wealth Manager working out of our Pittsburgh location. Nathan comes to us from PNC Investments with 18 years of experience in the financial services industry. Click here to find out more information about Nathan. https://www.confluencefp.com/team/nathan-r-garcia/   [gravityform id="1" title="true" description="true"]  
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Redefining Your Retirement

Today's retirees are choosing from a variety of retirement styles. What's yours? http://www.raymondjames.com/pointofview/redefining-your-retirement Let us know if this…
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