Our Philosophy

Thoughtful wealth planning with a concierge approach

At Confluence Wealth Management, our mission is not to be the largest firm but rather to provide excellent advice in the best interest of our clients. We are experienced wealth professionals who guide you as you define a vision for your family and business. We work with you to create a wealth plan that is tangible, actionable and dynamic.

You can count on us to listen first. Our goal is to better understand your family and business dynamics, objectives and resources. From there, we will partner with you and your other professional advisors to create a wealth plan that extends well beyond investments. A tailored plan designed to achieve your goals and to help protect and accumulate assets in the most tax-efficient way possible.

We know that life changes. Your wealth plan should not be static but should grow and change as your needs do. Together, we review, discuss and modify your wealth plan regularly to ensure that your plan remains on the path to achieve your goals.

We are driven by our clients’ success. We take pride in our concierge approach, are proactive in your planning and are always easy to reach. You can expect responsiveness and advice whenever you need it.