Confluence Financial Partners

Confluence Financial Partners is a wealth management firm with a mission to help clients maximize their lives and legacies. Their subsidiary, Confluence Wealth Services, Inc. operates as a SEC-registered investment adviser. The company emphasizes that the registration of an investment adviser does not imply any level of skill or training and advises clients to refer to their Form ADV Part 2A and Form CRS for further information regarding the investment services and their corresponding risks. Confluence Financial Partners highlights the importance of understanding the risks involved in investing, emphasizing that clients may experience a profit or a loss. The firm operates in the finance, financial services, and wealth management industries, and their commitment to client education and risk management is evident in their approach. The company provides this information as general information only and advises against interpreting it as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. It is noteworthy that the company's additional information is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov, reflecting transparency and accessibility to potential clients seeking further details on the firm's operations.