Client Access
Form CRS

Our Approach
- For IndividualsLearn more about our comprehensive wealth management solutions for individuals and families.
- For BusinessesDiscover tailored financial solutions to meet the needs of business owners and their employees.
  - Overview
About
- LeadershipMeet the experienced team of professionals at the helm of Confluence Financial Partners.
- AdvisorsDiscover the dedication, passion, and skill of our talented team of financial advisors.
Insights
Careers
Contact Us

Search the Site

Get Started Now
- Request a MeetingReady to get started? Schedule a no-obligation consultation with an advisor to determine if Confluence is the right fit for your needs.
- Ask An AdvisorHave questions? Drop us a quick note and a financial advisor will get back to you with answers promptly.

Search the Site

The Confluence Story

The Confluence Approach

The Confluence Story

The Confluence Approach

Ask an Advisor

We’re here to help. You can use this form to get timely answers from a financial advisor — or give us a call to get the guidance you need.

"*" indicates required fields

First Name*

Last Name*

Email*

Phone

How can we help?*

Consent

Yes, please sign me up for updates.

Δ

Latest Insight

Generational Wealth Isn’t Built Alone: Why Family Meetings Matter

Generational Wealth Isn’t Built Alone: Why Family Meetings Matter

by Greg Weimer

Chief Executive Officer, Chairman

Imagine this: The Smith family gathers around their living room—three generations in one space, from a retired patriarch to young adults just entering the workforce. They aren’t here for a holiday or a...

Insights

Latest Podcast

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…

Episodes

Sign up for updates, insights, and notifications for new podcast episodes.

"*" indicates required fields

First Name*

Last Name*

Email*

Δ

Facebook
YouTube
Instagram
LinkedIn
Link

We’re on a mission to help our clients maximize their lives and legacies through thoughtful financial planning, intelligent investing, continual improvement, and exceptional service.

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.

The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.

Request a Meeting

For Individuals
For Businesses
Leadership
Advisors
Insights
Careers
Contact Us
Client Access

Pittsburgh, PA

One PPG Place, Suite 2420
Pittsburgh, PA 15222

McMurray, PA

732 E McMurray Road
McMurray, PA 15317

Sewickley, PA

1605 Carmody Court, Suite 101
Sewickley, PA 15143

Grove City, PA

115 Erie Street
Grove City, PA 16127

Naples, FL

999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108

© 2025 Confluence Wealth Services. All Rights Reserved.

Form ADV 2A
Privacy Policy