The people closest to us shape the decisions that last. Spouses, parents, children — they come up in every conversation on this show.
The conversations that matter most — about family, legacy, and what you want to leave behind — are the same ones we have with our clients every day. Confluence Financial Partners helps individuals and families turn those conversations into lasting financial plans.
Legacy isn’t just what you build — it’s what gets passed forward. Our financial planning services include estate planning coordination that helps families preserve wealth and transfer values across generations.
“No question I wouldn't be where I am today without Christy.”
The Story of Sarris Candies with Bill Sarris: Making of a Family Legacy and Iconic Brand
She Sold Her Wedding Ring to Start a Jewelry Business: The Lou & Veronica Guarino Story
Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process
He lost all his confidence in high school. Then Chris Lee discovered what happens when you fall in love with the process.
Inside the World of Betsy Wentz: Fearless, Passionate, and Inspiring You to Chase What You Love
A childhood in her mother's studio. A career in behavioral health. Then Betsy Wentz went back to the thing she loved.
