Our Philosophy...

The Collaborative Approach

As a business owner or wealthy individual, there are many facets to wealth creation, preservation and management. Confluence Wealth Partners provides a complete advisory team to address your needs. Through our collaborative and integrated process, we provide the trusted advisors you require to maximize your opportunities. Together, we are more than a CPA, an Estate and Business Attorney, an Investment Advisor, a Business Architect or an Insurance Professional.

“Wealth Management Clients,” individuals with $500,000 or more in assets under management, are eligible for our full service option including annual tax preparation, estate planning and financial planning.