Our mission at Confluence Financial Partners is to Maximize Lives and Legacies.
As our industry has evolved, we understand that the role of a wealth management firm has become bigger than simply managing portfolios and building financial plans. While plans and portfolios remain essential, we believe that true wealth lies not only in financial abundance but also in physical and mental well-being. Studies show that individuals who prioritize their health tend to experience enhanced cognitive function, increased productivity, and overall improved quality of life.
In light of this, it is with much enthusiasm that we announce the addition of a dietitian to our team at Confluence, Sarah Rupp, MS, RD, LDN!
Our commitment to associates and clients is to expand beyond the conventional boundaries of wealth management and we believe the addition of Sarah helps us deliver that commitment.
We look forward to sharing Sarah’s knowledge to further Maximize Lives and Legacies.
Great Days Ahead!
Greg Weimer, CEO