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.

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

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.

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