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Coming Soon: New South Hills Office Location

Insights Articles Coming Soon: New South Hills Office Location

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Coming Soon: New South Hills Office Location

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732 E. McMurray Road, McMurray, PA 15317

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Latest Insight

Navigating the Maze: Understanding and Maximizing Your RSU & ISO Benefits

Navigating the Maze: Understanding and Maximizing Your RSU & ISO Benefits

by Nathan R. Garcia

MBA, CFP®, Wealth Manager

Many companies offer equity compensation programs to attract, motivate, and retain top talent while conserving cash and aligning the interests of the employees and shareholders. While these incentive programs provide a great benefit,...

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The Heart Behind Confluence Coats for Kids

Imagine That

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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We’re on a mission to help our clients maximize their lives and legacies through thoughtful financial planning, intelligent investing, continual improvement, and exceptional service.

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 site 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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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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