MAXIMIZE LIVES AND

LEGACIES IN PITTSBURGH

A New Standard in Wealth Management

Envision the highest version of yourself. Where you live, how you spend your time, how you give generously to your family and community. At Confluence, our goal is to help you visualize and create a life and legacy that is maximized – whatever that means to you. Then, we work diligently to make sure your financial plan and portfolio support those goals and dreams. It is a privilege and responsibility we don’t take lightly.

SPEAK WITH AN ADVISOR

WHO WE ARE

We started Confluence with a bit of an edge – and we haven’t lost that edge. As a culture, we embrace an attitude of gratitude, even as we’ve grown our team and our capacity to help you. We put our clients and our values first – no matter what, viewing your portfolio as the engine that empowers you to maximize your life and legacy.

OUR CORE VALUES

DO RIGHT

Confluence Financial Partners was founded to set a new standard in the financial services industry for our clients and our associates.

IMPROVE EVERY DAY

Happiness is the belief that our best days lie ahead. Our team is passionate about learning, innovating, and helping each other get better at all we do.

ENJOY THE JOURNEY

We love coming to work each day to collaborate with talented, like-minded professionals on improving our clients’ lives.

BE THANKFUL

A pervasive spirit of gratitude shows our appreciation for others, shapes our attitude toward adversity, and helps us thrive in a competitive environment.

How we work with you

1. 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.

2. 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.

3. BUILD YOUR OBJECTIVE-BASED PORFOLIO

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.

4. 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.

REQUEST A MEETING

OR ASK AN ADVISOR

LET’S GET TO KNOW EACH OTHER

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QUESTIONS? TALK TO ONE

OF OUR ADVISORS

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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 www.confluencefp.com/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.

The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.

© 2023 CONFLUENCE WEALTH SERVICES | ALL RIGHTS RESERVED

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