If you managed to avoid politics around the holiday table, conversation may have touched upon another family third rail: the financial health of you and your loved ones. In most families, there are those who are in a stronger financial position than others. Giving an outright gift (or receiving it) from family members is easy […]
A confluence is the coming together, the convergence of two separate entities to create one greater and more powerful than either is alone. At Confluence Financial Advisors, our relationship with you is a partnership that leverages our knowledge and expertise to maximize your enjoyment of your wealth today, tomorrow, and beyond.