At Confluence Wealth Management, our mission is not to be the largest firm but rather to provide excellent advice in the best interest of our clients. We are experienced wealth professionals who guide you as you define a vision for your family and business. We work with you to create a wealth plan that is tangible, actionable and dynamic.
| Website | http://www.confluencewealthmanagement.com |
| Employees | 2 (2 on RocketReach) |
| Founded | 2022 |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Advisor, Wealth Advisor, Financial Planning, Investment Advice, Retirement Planning, Portfolio Management, Investment Management, Financial Consulting, Retirement Solutions, Financial Security, Estate Planning, Family Wealth, Long-Term Investing, Wealth Preservation, Investment Strategies, Tax Planning, Asset Allocation, Risk Management, Legacy Planning |
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Matt Wallen is the Founder of Confluence Wealth Management.
2 people are employed at Confluence Wealth Management.
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Matt Wallen
Founder at Confluence Wealth Management
Fort Mill, SC, US12
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