Happy birthday to us! Today marks the 2 year anniversary of Confluence Wealth Management. Like most 2-year-olds, we've grown, learned a lot about ourselves, made a few small messes, and had a lot of fun along the way. But unlike most 2-year-olds, we'll be celebrating with a cocktail! Thanks to all of our wonderful clients for supporting us along the way. We appreciate each and every one of you!
About us
We are a full service financial planning firm focused on retirement planning and wealth management. We are based out of Alton, IL but have clients in several states across the country. We help clients avoid the distractions and focus on the intersection of things that matter and things we can control. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Confluence Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm
- Website
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www.myconfluencewealth.com
External link for Confluence Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Alton, Illinois
- Type
- Partnership
- Founded
- 2022
- Specialties
- Financial Planning, Wealth Management, Retirement Planning, College Savings, Life Insurance, Investments, Personal Finance, Budgeting, Charitable Giving, and Risk Management
Locations
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Primary
Get directions
111 E 4th St
222
Alton, Illinois 62002, US
Updates
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Confluence Wealth Management is growing! We're #hiring a new Associate Financial Advisor in Alton, Illinois. Please apply today or share this post with your network.
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We frequently discuss risk management and estate planning with our clients as part of their holistic financial plan. Here's a great 15 minute audio overview of the key estate planning documents and how each one can factor into your financial plan. There's no time like the present to prepare your estate plan! Please give us a call if you have questions about these topics and how they fit with your situation.
Wills, trusts, POAs and directives: What's the difference? - www.raymondjames.com
raymondjames.com
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We are fortunate to have clients and community members who give so much of their time and resources to charitable organizations that are close to their heart. This article includes important considerations on charitable giving, including when to give and what method to use. Please don't hesitate to reach out to us if you want to learn more about how you can most effectively give to the organizations important to you.
Now or later? How and why you give can be illuminating - www.raymondjames.com
raymondjames.com
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Attention All Former John Deere Employees: If you're like me and recently received a Pension Lump Sum Buyout Letter, please don't hesitate to reach out if you want to discuss your situation further. As a former Deere employee, I'll need to make the decision as well. Taking a lump sum buyout is a significant decision that should be thought out carefully, and as with all big decisions in life, it's usually best to talk it out with someone! Official buyout offer letters should arrive in your mailbox soon. I would be happy to review your situation/offer letter and equip you with information to help you make the decision that's right for you and your family. Office: 618-392-0700 Email: jack@myconfluencewealth.com