Confluence Financial Partners-old

09/18/2025

Yesterday, we celebrated being named a Best Place to Work by the Pittsburgh Business Times at PNC Park during the Pittsburgh Pirates vs. Chicago Cubs game! ⚾

We’re honored to be recognized alongside organizations making a meaningful impact for employees, clients, and our community.

09/17/2025

📉 The Federal Reserve just cut rates by 0.25%—the first reduction since December 2024. What does this mean for your savings, loans, mortgages, and investments?

In his latest blog, Bill Winkeler, CFA, CFP®, Chief Investment Officer, breaks it down:
✔ Short-term savings yields and floating-rate loan costs are moving lower
✔ Fixed mortgage rates may not see the same direct impact
✔ Stocks and bonds could benefit—but the outlook is nuanced

Read the full analysis here 👉https://hubs.la/Q03JPyZ50

09/16/2025

Join us live and in person for Designing a Life and Legacy Through Intentional Planning, presented by Greg Weimer, CEO of Confluence Financial Partners.

This seminar will help you align your values, goals, and financial strategy so you can make intentional, confident decisions.

We’ll guide you through:
✔ Defining what matters most and why
✔ Aligning your “why” with a financial strategy
✔ Investing with purpose and intention
✔ Consolidating your financial life for clarity

📌 Two dates. Two locations. Pick the one that works best for you.

🍷 Come early for light refreshments and stick around after the seminar for complimentary food and drinks.

👉 Sign up today and take the first step toward your intentional future.

Designing a Life and Legacy Through Intentional Planning This seminar offers a clear, practical approach to managing your financial life with intention and confidence. You’ll learn how to make decisions that truly reflect your values and long-term goals, creating a roadmap for the future you want ...

09/15/2025

Building a life and legacy isn’t just about numbers, it’s about what matters most to you. At Confluence, we help clients turn their goals and values into a meaningful plan for today and tomorrow.

09/12/2025

Join us for Designing a Life and Legacy with Intentional Planning, an in-person seminar that helps you align your values, goals, and financial strategy to create the life and legacy you envision.

📌 Two dates. Two locations. One opportunity to plan with purpose.

🍷 Come early for light refreshments and stick around after the seminar for complimentary food and drinks.

👉 Reserve your spot today: https://hubs.la/Q03J7b8q0

09/11/2025

Confluence Financial Partners is seeking a proven leader to drive the growth of our Retirement Plan Services department. This role is perfect for someone with:

✅ A strong track record of achieving goals
✅ Expertise in both selling and servicing retirement plans
✅ Leadership experience managing teams and building high-performing departments

As Director, you’ll serve as the trusted point of contact for plan sponsors and clients, while shaping the future of an essential part of our firm.

If you’re ready to make a meaningful impact and bring your vision to life, we want to hear from you.

🔗 Apply today: https://hubs.la/Q03J1v8_0

09/07/2025

The Pittsburgh Steelers take on the New York Jets today at MetLife Stadium to kick off the 2025 season.

As a Proud Wealth Management Partner of the Pittsburgh Steelers, we’re rooting for the Black & Gold to start the season strong.

Good luck, Steelers. Let’s bring home the win!

09/04/2025

Join us for an in-person seminar:
Designing a Life and Legacy Through Intentional Planning

Presented by Greg Weimer, CEO of Confluence Financial Partners

We’ll guide you through:
✔ Defining what matters most and why
✔ Aligning your 'why' with a financial strategy
✔ Investing with purpose and intention
✔Consolidating your financial life for clarity

📌 Two dates. Two locations. One opportunity to shape your future. Choose the session that fits your schedule and start planning with confidence.

🍷 Come early for light refreshments and stick around after the seminar for complimentary food and drinks.

👉 Reserve your spot today. https://hubs.la/Q03GTMLV0

09/03/2025

Confluence Financial Partners is now accepting applications for our summer internship program!

Spend eight weeks gaining hands-on experience alongside our advisors and associates in Wealth Management and Investments. This program is designed for rising juniors and seniors studying Finance, Business, or Economics who want to develop practical, career-ready skills.

If you’re ready to grow, learn, and explore a future in financial services, apply today!
👉https://hubs.la/Q03GLbhm0

09/02/2025

The August Market Recap is now available!

Markets rallied in August as optimism grew around a potential interest rate cut in September, paired with another strong earnings season.

📈 Want the full breakdown? Read the complete August Market Recap, written by Bill Winkeler, CFA®, CFP®, Chief Investment Officer: https://hubs.la/Q03GrPPG0