Schedule your Complimentary Consultation
A 30-minute conversation to understand your goals and explore how Confluence can help you maximize your life and legacy.
THE EXPERIENCE
What to Expect
Your first conversation with Confluence is about you — your goals, your concerns, and your vision for the future. The initial consultation is complimentary and comes with no obligation.
Share your financial goals and prioritiesLearn about the Confluence Standard* — our holistic approach to wealth management
Understand how our CFP®, CFA, and CPA credentialed advisors can support you
Discuss retirement, tax strategy, legacy planning, or investment management
Receive an honest assessment of whether Confluence is the right partner for you
Request your Consultation
Complete the form below. A member of our team will reach out within one business day to schedule your complimentary 30-minute call.
about confluence
Why Families Trust Confluence
Fiduciary commitment
We are legally obligated to act in your best interest
Team Credentials
CFP®, CPA, MBA, CFA® and more across our team of advisors
5 Office
Locations
Across Pennsylvania & Florida
Featured on public television
All Access with Andy Garcia
Client
Reviews
Feb 16, 2026
Awesome personal service from professionals that truly care about their clients.
We have been clients for years and have been very pleased with the management of our investment accounts. It’s hard to find this kind of caring service anywhere. We would recommend without hesitation!
Mar 06, 2026
I have been a client for years and have had several different wealth managers overseeing my investments.
Everyone of them were/are very professional and respectful. Being able to call Nick Proud with any question and getting the answer quickly is much appreciated. I would recommend Confluence to anyone.
Mar 09, 2026
We have thoroughly enjoyed our relationship with Confluence.
There is a high level of financial expertise within the firm. NIck has been very attentive and available whenever we have questions or need assistance.
The following reviews are based on experiences from Confluence Financial Partners’ clients. Feedback was collected by Amplify Reviews, and no compensation was provided to clients. The ratings and comments reflect each client’s own views and opinions, and there are no known conflicts of interest. Each client’s experience may not be representative of other clients’ experiences. Any client’s experiences are no guarantee of future performance. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria.
Frequently Asked Questions
Is the Consultation Free?
Yes. It’s a complimentary 30-minute conversation with no obligation.
What should I prepare?
Nothing specific. Bring a general sense of your goals and any questions you have.
Who will I speak with?
We’ll match you with the wealth manager best suited to your specific needs. Our team collectively holds advanced credentials including CFP®, CPA, MBA, CFA®, CIMA®, CHFC, AIF, AAMS®, CRPS, CDFA, CRC, CPFA designations.
Do you work with clients outside Pittsburgh?
Yes. We serve clients nationwide. Virtual consultations are always available.
What is the minimum asset requirement?
We typically work with individuals and families with $1M+ in investable assets.
How is Confluence different?
The Confluence Standard coordinates financial planning, investments, tax, and estate into one unified strategy — not just investment management.
FAQ
Ready to Take the First Step?
Schedule your complimentary consultation today.