A seasoned guide. A goal achieved.
What drives us
Thoughtfulness
Your time matters. After years of working with busy, successful families and businesses, we understand that time is the one commodity we can’t create more of. Our planning process aims to give you more confidence in your plan so you can spend time enjoying your life rather than worrying about it.
Efficiency
Taxes matter. We work with you and your tax professional to create a tax-efficient road map, with a goal to reduce income and estate taxes where appropriate while mitigating taxes going forward for your family, business and legacy.
Transparency
Fees matter. We don’t work on commission. As such, we have a transparent fee schedule so you will always know that our advice is aligned with your best interests.
Flexibility
Planning matters. A wealth plan should be nimble enough to change as you experience life events that affect how you want to protect and share your wealth. Our advice goes far beyond basic investment and insurance advice by looking at your goals comprehensively and using creative and proven methods to accomplish them.
Confluence Wealth Management
At A Glance
- We offer concierge wealth planning aimed to enrich the life of our clients.
- We earn no commissions.
- We are fully supported by Mariner.
- We are a 100% employee-owned firm, which means we care deeply about customer satisfaction.
