Greg Weimer launches the Imagine That podcast by interviewing his friend, partner and Confluence co-founder, Jim Wilding. Greg and Jim reveal why they started the practice and discuss their goal of setting a new standard in the industry. The partners also examine how their team approach to financial planning — in everything from the client experience to investment strategy and risk management — sets Confluence Financial Partners apart.

Guest Speaker:

Jim Wilding

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Confluence Financial Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services, Inc.

The information contained in this podcast does not purport to be a complete description of the securities, markets, or developments referred to in this material, and does not constitute a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Confluence Financial Partners, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that any statements, opinions or forecasts provided in the podcast will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Holding investments for the long term does not ensure a profitable outcome. Individual investor’s results will vary. Past performance does not guarantee future results. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

SOURCES: “70% of wealth is squandered in the second generation, 90% in the third generation,” according to the Williams Group wealth consultancy.