What separates Confluence Financial Partners
is a common-sense purpose brought to life by uncommon passion . Our passion is to help clients maximize their lives and legacies — a responsibility we never take lightly .
Let ’ s connect . Wishing you and yours a festive and joyous holiday season !
One PPG Place , Suite 2420 Pittsburgh , PA 15222 T 412.391.0377 TF 866.691.6178 F 412.391.4089
732 E McMurray Road McMurray , PA 15317 T 724.271.8801 TF 844.550.4655 F 724.271.8814
ConfluenceFP . com
1605 Carmody Court , Ste 101 Sewickley , PA 15143 T 724.719.6600 TF 800.497.9990 F 724.934.1150
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 .