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Our Story at Confluence Financial Partners

November 22, 2022

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*The Confluence Standard is the internal approach and process of Confluence Financial Partners. This statement does not reference the securities industry as a whole nor is it intended to indicate a standard practice outside of Confluence Financial Partners operations.

We are on a mission to help our clients maximize their lives and legacies through personalized financial planning, strategic investing, and quality service.

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 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.

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