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Insights Insights New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222

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New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222

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Protect Your Legacy – Review and Understand Your Beneficiary Designations Today

Protect Your Legacy – Review and Understand Your Beneficiary Designations Today

When it comes to estate planning, your beneficiary designations are one of the most critical yet often overlooked components. These designations determine how your assets—such as retirement accounts, life insurance policies, and annuities—are...

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The Heart Behind Confluence Coats for Kids

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits…

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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.

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Pittsburgh, PA

One PPG Place, Suite 2420
Pittsburgh, PA 15222

McMurray, PA

732 E McMurray Road
McMurray, PA 15317

Sewickley, PA

1605 Carmody Court, Suite 101
Sewickley, PA 15143

Grove City, PA

115 Erie Street
Grove City, PA 16127

Naples, FL

999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108

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