Integrity and trust - they are the foundation of every relationship . At Confluence Financial Partners , we work together to discover what is important to you and your family , we identify goals that seek to maximize your life and your legacy , and we strive to create an exceptional experience along the way . This is our passion and a responsibility that we never take lightly .
Let ' s build a financial plan together .
Pittsburgh Offices 1605 Carmody Court , Suite 101 | Sewickley , PA 15143 | 724-719-6600 One PPG Place , Suite 2420 | Pittsburgh , PA 15222 | 412-391-0377 732 E . McMurray Road | McMurray , PA 15317 | 724-271-8801 Naples , FL Office 999 Vanderbilt Beach Road , Suite 200 | Naples , FL 34108 | 239-422-5410 ConfluenceFP . com
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 .