our approach
for you
When a client entrusts us to plan their future, we take that responsibility seriously. That’s why we bring our full commitment, passion, and skill into helping every client achieve their goals.
uncover your needs, goals, and dreams
We take a consultative approach to getting to know you and helping you understand what we can do for you. What is life all about for you? The answer is the foundation of your financial plan.
Develop Your Comprehensive Plan
Once we’ve defined your goals, our Wealth Planning team crafts an integrated plan, assessing your financial life to build a blueprint for pursuing your short and long-term objectives.
Build Your Objective-Based Portfolio
Our Investment Advisory team brings more than a century of combined experience into managing and optimizing a portfolio of investments designed to meet your unique risk tolerance, time horizon, and defined objectives.
Live Life and ENjoy The Journey
Our relationship with you is ongoing. We will work on a communication plan to review your progress, discuss life changes, and explore new ways we can add value to our partnership.
Ready to get Started?
We recognize that choosing a financial partner is not an easy decision. We would be glad to answer any questions you may have in determining whether Confluence is the right fit for your needs.
