Confluence Wealth Management is a Portland, Oregon-based firm that offers integrated wealth management services to individuals, families, and business owners. As a fiduciary, the company is legally obligated to act in its clients' best interests. Its core services encompass financial planning, investment management, retirement planning, tax strategies, and estate planning. The firm emphasizes a collaborative, client-centric approach to help clients navigate their financial lives and achieve their long-term goals.

Founded in

United States