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Why Name a Beneficiary?

February 20, 2026

Marissa Dinello

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Why Name a Beneficiary?

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Confluence has entered into a branding arrangement with the Pittsburgh Steelers, which allows us to use the team’s name and logo in certain marketing materials. This relationship is strictly promotional and does not imply that the Steelers endorses the firm or its services. The firm compensates the Steelers for this arrangement.

We are on a mission to help our clients maximize their lives and legacies through personalized financial planning, strategic investing, and quality 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. 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. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. 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 Confluence Standard is the internal approach and process of Confluence Financial Partners. This statement does not reference the securities industry as a whole nor is it intended to indicate a standard practice outside of Confluence Financial Partners operations.

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