Wealth management services for every stage of life.
Confluence Financial Partners offers comprehensive wealth management services for individuals, families, and business owners. Our team works to coordinate your investments, tax strategy, financial plan, and estate goals across five offices in Pennsylvania and Florida. We look at your financial life as a whole, so each decision is made with the others in mind.
From wealth accumulation and retirement planning to legacy planning, our financial advising services may help bring together the areas that matter most. We believe that a coordinated approach typically leads to better outcomes than handling each piece on its own.
our clients
Who We Serve
Individuals and Families
Navigating your family’s financial life often means working with many moving parts at once. We provide financial planning services tailored to your goals, timeline, and values.
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Retirement Plan Services
Offering a strong retirement plan can help attract and keep your best people. We work with plan sponsors who take their employees’ futures seriously, providing consulting.
- 401(k) Plans
- 403(b) Plans
- Defined Benefit Plans
- Plan Governance
what we do
Coordinated Wealth Management Services
Managing your wealth often involves many areas that affect one another. At Confluence Financial Partners, we work to bring your investments, tax strategy, retirement plan, estate goals, and risk coverage together as one coordinated strategy. We believe this approach can help your financial plan work as a whole rather than as separate choices made in isolation.
Financial Planning
We connect your goals, cash flow, risk comfort, and timeline into a roadmap designed to guide every financial choice.
Investment Management
Our Chief Investment Officer oversees research-driven portfolio management tailored to your goals and stage of life.
Retirement Planning
We develop strategies for saving, payouts, and income planning to help you approach retirement with clarity.
Tax Planning
Our advisors apply forward-looking tax strategies that work to reduce your burden across income, investments, and estate transfers.
Estate Planning
We review your estate planning documents and summarize their provisions to help you see what to raise with your estate attorney.
Insurance Planning
We evaluate your coverage to help ensure that a single unexpected event does not compromise the financial plan you have worked to build.
Social Security Analysis
We model how the timing of your Social Security claim can affect your lifetime income, tax situation, and overall retirement plan.
Cash Flow Analysis
We map your income, spending, and savings into one clear picture and work to connect those patterns to your long-term financial goals.
Employee Benefit Review
We review your employer-provided benefits and work to help you see how each election connects to your investment strategy, tax planning, and retirement goals.
Business Consulting
We help you weigh choices about company structure, succession planning, and the long-term strategy that ties your company to your own goals.
Philanthropic Planning
We work with you to explore meaningful giving strategies that are intentional, tax-aware, and aligned with your estate plan, financial goals, and values.
Education Planning
We build higher education funding strategies designed to prepare for college costs without compromising your retirement or other financial priorities.
Employer-Sponsored Retirement Plans
We help you design, manage, and monitor your company’s retirement plan through investment oversight, vendor evaluation, and employee communication support.
Business Solutions
Our team develops strategies for executive compensation, key-person coverage, and buy-sell funding designed to support both your company and your own financial plan.
meet the team
Our Wealth Strategy Team.
Our wealth strategy team brings decades of experience to every client partnership. Select a profile to learn more.
Greg Weimer
Chief Executive Officer, Chairman
Gregory Weimer II CFP®, CPA
President
William Winkeler Jr. CFA, CFP®
Chief Investment Officer
Casey Robinson CFP®, MBA
Director of Wealth Planning
Rob Linkowski
Director of Insurance
FAQ
Frequently Asked Questions
What wealth management services does Confluence Financial Partners offer?
We provide comprehensive wealth management across investment management, financial planning, tax strategy, retirement planning, estate planning, and risk management. Each service is structured around working together as part of a broad strategy tailored to your objectives. This approach can help ensure that changes in one area support progress in the others.
Who does Confluence Financial Partners serve?
Our team serves high net worth individuals, families, and business owners across every stage of financial life. Whether you are building wealth, preparing for retirement, or navigating a business change, we strive to align your strategy with your evolving needs.
Is Confluence Financial Partners a fiduciary?
Yes. Like all Registered Investment Advisors, Confluence Financial Partners is an SEC-registered investment adviser and fiduciary financial services firm with a duty to act in your best interest. Members of our team are CFP® professionals and hold certifications including CFA and CPA, and we work to provide guidance tailored to each client’s financial goals and circumstances.
How do I know if I need wealth management services?
You may benefit from working with a wealth management firm if your financial life involves several moving parts that typically work better when coordinated, such as investments, tax planning, retirement, estate goals, or business interests. When these areas are handled one at a time, even thoughtful choices in one area may create issues in another.
Where are Confluence Financial Partners offices located?
Confluence Financial Partners maintains offices in Pittsburgh, McMurray, Sewickley, and Grove City, Pennsylvania, as well as Bonita Springs, Florida. While our offices are rooted in these communities, we serve clients nationwide and strive to provide the personal attention that a thoughtful wealth management partnership requires.
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.
Ready to Take the First Step?
Schedule your complimentary consultation today.