Vision for the Road Ahead

Wealth Planning

The Confluence Wealth Planning team constructs comprehensive financial plans that seek to “see around the corners” — anticipating opportunities and helping our clients prepare for the unexpected.

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Your future is our full-time job. Our Wealth Planning Team works alongside wealth managers to put together comprehensive financial plans for our clients. The team’s goal is to not only uncover blind spots and gaps in our clients’ plans — but also to provide solutions.

Randall J. Holcombe | CFP®

Director of Wealth Planning

The wealth planning experience

Our Wealth Planning Team leverages powerful resources to coordinate each client’s goals, integrating every aspect of their financial lives

Our Wealth Planning Team leverages powerful resources to coordinate each client’s goals, integrating every aspect of their financial lives — tax, estate, insurance, philanthropy, education planning, and beyond.

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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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