Managing investments and working to meet your objectives.
Navigating the world of investments takes insight and strategy. At Confluence Financial Partners, our investment management services revolve around helping you grow and protect your wealth, optimizing both risk and opportunity through ever-changing market conditions. From strategic asset allocation to disciplined portfolio oversight, we’re adept at building financial strategies that evolve with the needs of our clients.
Investment Management
The Five Principles
To optimize how we build and manage each portfolio, our firm utilizes a principled investment strategy designed to help you achieve your goals strategically. Along with guiding and overseeing short- and long-term progress, our investment advisors collaborate with an Investment Advisory Committee, which includes members of our leadership team, to inform decisions.
Objective Based
We believe clients are best served by focusing on how their investments serve their long-term goals, rather than outperforming industry benchmarks.
Unbiased
We believe in taking an unbiased approach in selecting investment types—active or passive— while maintaining transparency and prioritizing objectivity in the decision-making process for a sound investment strategy.
Tax-Efficient
For taxable accounts, we believe outcomes should be optimized for not just what the investments return, but what the investments return after taxes.
Cost-Effective
We believe optimizing the spend of client investment dollars on investment expenses is a key determinant of long-term success.
Strategic
We believe in using a balanced approach that combines strategic planning with carefully selected opportunities to align client investment portfolios with their specific goals.
Investment Services
Confluence Financial Partners provides a range of investment services intended to maximize your portfolio and help you move toward your financial objectives.
Customized Investment Portfolio Construction
Asset Location Solutions
Tax-loss Harvesting
Start your
journey today.
Connect with our team of Wealth Managers and Certified Financial Planners to discover how we can help you achieve your financial goals.