Confluence Wealth Management

On December 1, 2020, Confluence Wealth Management merged into Buckingham Strategic Wealth and now runs Buckingham's Portland office. Buckingham is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

Website

https://buckinghamadvisor.com/locations/portland/

External link for Confluence Wealth Management

Industry

Financial Services

Company size

501-1,000 employees

Headquarters

Portland, Oregon

Type

Privately Held

Founded

1994

Specialties

Wealth Management, Financial Planning, and Investment Management