One of the founding partners of a wealth management firm whose stated goal is simple: We focus on clarity not complexity as we help ensure client assets continue to work in support of your stated goals. We prioritize integrity and understanding for the client.
Confluence Wealth Services, Inc. ...
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One of the founding partners of a wealth management firm whose stated goal is simple: We focus on clarity not complexity as we help ensure client assets continue to work in support of your stated goals. We prioritize integrity and understanding for the client.
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. 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 content on this page 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.
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