Concierge Wealth Planning—Redefined.
For individuals and families who expect more—our bespoke, full-service approach to wealth management seeks to empower you to preserve what you’ve built, protect your legacy, and reclaim your time.
What Sets Us Apart
Personalized Strategy
Your financial life is unique—your plan should be, too. We craft highly personalized strategies that are designed to reflect your goals, obligations and legacy.
Tax-Efficient Wealth Management
Your estate and investment strategy is carefully structured to help reduce tax exposure and preserve wealth.
Concierge-Level Service
From tax strategies to estate structures, we strive to manage complexity with precision—giving you seamless access to proactive, detail-driven support.
Advice
As an independent fiduciary we offer advice aligned with your long-term interests.
Your Legacy. Our Priority.
Confluence Wealth Management
At A Glance
- Concierge wealth planning is designed to focus on every facet of your financial life.
- Advice delivered with integrity—no hidden agendas.
- The full strength and resources of Mariner supports us.
- A 100% employee-owned firm, where your satisfaction drives everything we do.
Read Our Most Recent Insights
The “Center Stage” Question: To Cut or Not to Cut? Market Implications
The current market set-up and drama surrounding the Federal Reserve (the Fed) is center stage right now and about as...
Federal Reserve Sovereignty – An Important Issue
On July 16, capital markets went through a period of whipsaw trading as speculation emerged that President Donald...
Sprinting Into the Locker Room at Half-Time! Is this Real or Fear of Missing Out?
No doubt about it, the market is exhibiting some mojo as we close out the first half of 2025. The S&P 500 had an...