Get inspired to maximize your life and legacy with "Imagine That, " our new podcast series. If you can imagine all that, you're in the right place. Confluence Financial Partners was founded on the belief that families deserve a higher standard - of planning, results, accountability and service. Planning for a lifetime of financial security is a serious responsibility.
And it's one we never take lightly. What does it take to "make it"? How do you build a personal brand? What is the true definition of wealth? Tune in to find out about these subjects and more as host and Partner of Confluence Financial Partners, Greg Weimer, interviews radio personality, Jonny Hartwell.
And it's one we never take lightly. What does it take to "make it"? How do you build a personal brand? What is the true definition of wealth? Tune in to find out about these subjects and more as host and Partner of Confluence Financial Partners, Greg Weimer, interviews radio personality, Jonny Hartwell.
Services
Confluence Financial Partners was founded on the belief that there is a better way of doing things. It begins with the way we treat people. We strive to care for our employees and our clients like family and cultivate deep, long-term relationships through a set of core values - trust, excellence, dedication, teamwork and gratitude.
It all starts with integrity and trust. It's the foundation of every relationship. At Confluence Financial Partners, we work to get to know you and understand your goals so that we can craft a customized financial plan. Confluence Financial Partners is not just an organization that manages your wealth, we use a holistic approach when coordinating investment, insurance, tax, estate, and succession planning.
As financial advisors of retirement plans for local companies, we provide custom solutions that are advantageous to both the plan sponsor and the participants - plans that are simple, straightforward and easy to understand. We can implement a full suite of custom retirement plans to help your employees plan for the future, and help you attract and retain a motivated, productive workforce.
With the right combination of skills, experience and integrity, you can really go places in this industry. If you also share our values, our vision, our commitment and our compassion for those we serve, we would love to have a conversation with you. Confluence Financial Partners has three locations, Downtown Pittsburgh, North Hills and Southpointe.
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