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Latest Insight

Strategic Charitable Giving Made Simple: A Guide to Qualified Charitable Distributions and Donor-Advised Funds

Strategic Charitable Giving Made Simple: A Guide to Qualified Charitable Distributions and Donor-Advised Funds

by Gregory J. Weimer II

CFP®, CPA, President

For charitably inclined individuals, giving isn’t just about generosity—it’s also about strategy. With careful planning, your philanthropic efforts can go further, both in terms of impact and tax efficiency. Two tools often underutilized...

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The Heart Behind Confluence Coats for Kids

Imagine That

The Heart Behind Confluence Coats for Kids

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits…

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Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.

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