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Confluence Wealth Management LLC

1211 SW FIFTH AVE, STE 1200, PORTLAND, OR

503-221-7595

503-972-4197


Other Info

Confluence Wealth Management LLC is legally known as CONFLUENCE WEALTH MANAGEMENT LLC. It is an OR Limited Liability Company. This firm has 17 employees, of which 7 are employees in advisory roles. It serves 123 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 23, 1999.

Confluence Wealth Management
Confluence Wealth Management

Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…


Confluence Wealth Management
Confluence Wealth Management

Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…


Confluence Wealth Management
Confluence Wealth Management

Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…


Confluence Wealth Management
Confluence Wealth Management

Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…


Confluence Wealth Management
Confluence Wealth Management

Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…


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