-- Leveraging its combined experience of over 170 years in building successful investment portfolios, the team at Confluence Financial Partners helps clients grow their wealth strategically. The updated services allow clients to fully maximize their financial legacies through professional and personalized investment guidance.
Further details can be found at https://www.confluencefp.com/for-individuals/investment-advisory/
The goal is for clients to have a fully transparent overview of available financial products, particularly for certain securities primed for appreciation, and receive tailored advice about buying, selling, or holding investments. Through a consistent construction, management, and auditing process, clients are assured of a secure investment portfolio.
A differentiating factor of Confluence Financial Partners is its commitment to objective-based investing. Compared to other firms that focus on arbitrary benchmarks, the team guides clients as they invest to a stated investment outcome. Incorporating active and passive management, as well as various investment vehicles in its recommendations, the team adopts a long-term perspective.
“Our approach gives clients the benefits of collaboration between an investment advisor and the investment committee responsibility of portfolio construction, management, and oversight,” says a company spokesperson. “Firm leadership is directly involved with the committee and a dedicated investment professional oversees the day-to-day and long-term viability of the department.“
This is a more holistic and comprehensive investment management framework. Clients benefit from a defined investment process, firm leadership involvement, collaboration with an experienced financial planning team, and full-time management of their investment portfolio. Additionally, Confluence Financial Partners takes pride in being fully independent of proprietary products and processes, ensuring clients receive unbiased investment advice.
Confluence Financial Partners is an SEC-registered investment advisor. It is committed to helping clients in the state maximize their lives and legacies through thoughtful financial planning and intelligent investment. The firm has its own podcast, “Imagine That” that releases regular episodes on investment management.
Interested parties can find more information by visiting https://www.confluencefp.com/for-individuals/investment-advisory/
Contact Info:
Name: Confluence Financial Partners
Email: Send Email
Organization: Confluence Financial Partners - Pittsburgh Wealth Management & Financial Advisors
Address: 732 E McMurray Rd, McMurray, PA 15317, United States
Phone: +1-724-271-8801
Website: https://www.confluencefp.com/
Release ID: 89143234