Confluence Financial Partners

Clarity not complexity by taking a common sense approach to personalized portfolios that meet client goals. Disclosure:

[Confluence Financial Partners @ConfluenceFP]

Meet Heather Kondas, an Executive Assistant to the Weimer Wilding Team. #FeatureFriday #EmployeeSpotlight #ConfluenceFP #ConfluenceCares
To learn more about Heather and her team, Click Here: https://t.co/3ju0sgMZWE

[Confluence Financial Partners @ConfluenceFP]

Listen as iHeartMedia's Jonny Hartwell interviews Greg Weimer in the CEO's You Should Know Pittsburgh Podcast! https://t.co/nLoFtCCRAd

[Confluence Financial Partners @ConfluenceFP]

Listen as iHeartMedia's Jonny Hartwell interviews Greg Weimer in the CEO's You Should Know Pittsburgh Podcast! https://t.co/3Hx2122iFA

[Confluence Financial Partners @ConfluenceFP]

In giving your child the gift of financial literacy, you're helping set them up for a brighter future. Through a purposeful approach, we can all do our part to raise the next generation of resourceful citizens. https://t.co/edfkd9FK5F

[Confluence Financial Partners @ConfluenceFP]

Celebrate Juneteenth, a day that marks the freedom of many, but also symbolizes hope, progress and change.

[Confluence Financial Partners @ConfluenceFP]

Meet Chuck Kolias, a Wealth Manager in our North Hills location. #FeatureFriday #EmployeeSpotlight #ConfluenceFP #ConfluenceCares
To learn more about Chuck and his team, Click Here: https://t.co/iFlSHCBOve

[Confluence Financial Partners @ConfluenceFP]

Meet Kurt Kimmich, a Wealth Manager in our Downtown location. #FeatureFriday #EmployeeSpotlight #ConfluenceFP #ConfluenceCares
To learn more about Kurt and his team, Click Here: https://t.co/46cLI2mA7o

[Confluence Financial Partners @ConfluenceFP]

Pittsburgh's top wealth managers share which sectors of the market they like now and how they are positioning client portfolios as the U.S. economy gradually recovers. Featuring our own, Jim Wilding! https://t.co/8WByryeGKf

[Confluence Financial Partners @ConfluenceFP]

Meet Jackson Elizondo, a Wealth Manager servicing The Kimmich Team in our Downtown location. #FeatureFriday #EmployeeSpotlight #ConfluenceFP #ConfluenceCares
To learn more about Jackson and his team, Click Here: https://t.co/jfx5jIOinP

[Confluence Financial Partners @ConfluenceFP]

How cyber savvy are you? No matter where you rank, learn how to defend yourself and safeguard your assets: https://t.co/IVcR7J6SH4

[Confluence Financial Partners @ConfluenceFP]

As a business owner, you've invested so much into making your business successful – hard work, time, money, energy. Here we explore how drafting a succession plan now can help your business stand the test of time. https://t.co/Hu1vtMn7rN

[Confluence Financial Partners @ConfluenceFP]

Give people the true sense of knowing you by the legacy you leave behind. A little creativity, thoughtfulness and preparation will help you pass down your passion. https://t.co/UUPvcvxhVH

[Confluence Financial Partners @ConfluenceFP]

Remembering those who have sacrificed. Have a Safe and Happy Memorial Day! #Gratitude #Honor #MemorialDay #ConfluenceCares

[Confluence Financial Partners @ConfluenceFP]

Please join us for our Quarterly Webinar Tuesday, May 25th at 12:30 pm. click here to register: https://t.co/NIopBE4NJv

[Confluence Financial Partners @ConfluenceFP]

Meet Patty Nichols, a Senior Client Service Associate servicing Mark Eckles and the Weimer Wilding Team in our South Hills location. #FeatureFriday #EmployeeSpotlight #ConfluenceFP #ConfluenceCares
To learn more about Patty and her team, Click Here: https://t.co/NXeXRG5wZz

[Confluence Financial Partners @ConfluenceFP]

Happy Mother's from all of us at Confluence Financial Partners. #MomsDay2021 #ConfluenceCares

[Confluence Financial Partners @ConfluenceFP]

Meet Katie Montagazzi, a Wealth Manager serving clients on the Weimer Wilding Team. #FeatureFriday #Employee #EmployeeSpotlight #ConfluenceFP #ConfluenceCares

To learn more about Katie, Click Here: https://t.co/pbN9KBcU1f

[Confluence Financial Partners @ConfluenceFP]

Estate planning can sometimes feel overwhelming, and those without children or close family members may be especially uncertain about where to begin. Consider these key decisions when creating your plan. https://t.co/qShuKRFsFW

[Confluence Financial Partners @ConfluenceFP]

Do you tend to lead with empathy or rely on reasoning? As it turns out, you'll want a mix of both skill sets as you pursue personal and professional success. Consider taking a few moments to sharpen your skills. https://t.co/RnXWhGlYDg