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Fit Company Challenge

Confluence Financial Partners recently participated in the Fit Company Challenge. Our associates had a great time encouraging one another to reach his/her individual fitness goals.

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4 Investment Themes for 2023
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4 Investment Themes for 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Heading into 2023, the Investment Advisory Committee believes we are beginning to return to a more historically normal, rational economic environment. The Committee has identified four key themes for 2023 and the years...
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Episode 28: Developing a Winning Culture: Confluence’s Next Generation
Imagine That
Episode 28

Developing a Winning Culture: Confluence’s Next Generation

In August of 2019, Confluence CEO, Greg Weimer sat down with a few of the…
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