Confluence Wealth Management Employee Directory

Financial ServicesOregon, United States11-50 Employees

Confluence Wealth Management is a fee-only, independent firm that offers a full suite of wealth management services that empower clients to grow and preserve their wealth. We listen closely to understand our clients’ desires and complexities and take a proactive approach to find the most appropriate solutions for their particular circumstances and goals. This ongoing process is provided with complete objectivity; our clients' best interests are behind every financial recommendation we make.

Confluence clients are executives, professionals, business owners, retirees and their families along with corporate retirement plans, endowments and foundations.

Our name, Confluence, captures the essence of realizing financial well-being – coming together. Very few can reach that worthy goal without being part of a collaboration that brings together experienced professionals with specialized expertise; where solutions meet challenges. Confluence is at the center of those efforts.

At Confluence Wealth Management, we define success as not only building clients’ wealth but also enriching their lives, thus our tagline, “Let’s make it matter”.

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Confluence Wealth Management Global Highlights

North America
17

United States Of America
17

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Confluence Wealth Management's Leadership

H. J.
Practice Business Manager/Owner
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M. B.
Partner
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M. W.
Founder
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R. D.
Financial Advisor/Owner
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N. T.
Vice President
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J. M.
Director Of Sales
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A. F.
Senior Consultant
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K. M.
Sr. Wealth Advisor
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Contact profiles from Confluence Wealth Management

Name

Title

Contact Info

Location

Last Update

H. J.
Practice Business Manager/Owner
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Mobile Phone
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Email
United StatesKansas
Oct 17, 2024
M. B.
Partner
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Email
United StatesOregon
Oct 18, 2024
M. W.
Founder
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Mobile Phone
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Email
United StatesSouth Carolina
Oct 22, 2024
R. D.
Financial Advisor/Owner
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Mobile Phone
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Email
United StatesMissouri
Oct 21, 2024
N. T.
Vice President
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Mobile Phone
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Email
Oct 21, 2024
J. M.
Director Of Sales
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Email
United StatesOregon
Nov 14, 2024
A. F.
Senior Consultant
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Email
Oct 21, 2024
K. M.
Sr. Wealth Advisor
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Mobile Phone
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Email
United StatesWisconsin
Oct 21, 2024
A. O.
Client Services Representative
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Email
United StatesTexas
Oct 22, 2024
B. S.
Sales And Marketing
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Email
United StatesOregon
Oct 17, 2024

Frequently Asked Questions

What is Confluence Wealth Management known for?

Confluence Wealth Management was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 1211 SW 5th Avenue Suite 1200 Portland, Oregon 97204 US; you can contact the main corporate office by phone at

+1-503-221-****

. Explore Confluence Wealth Management's company overview page for more information.

What is Confluence Wealth Management's most common email format?

Confluence Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Confluence Wealth Management email formats with LeadIQ.

How many employees does Confluence Wealth Management have currently?

Confluence Wealth Management has approximately 15 employees as of April 2020. These team members are located across 2 continents, including North AmericaEurope.

Who are Confluence Wealth Management's key employees and leadership?

As of April 2020, Confluence Wealth Management's key employees include:

Practice Business Manager/Owner: H. J.
Partner: M. B.
Founder: M. W.
Financial Advisor/Owner: R. D.
Vice President: N. T.

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