Work with trusted investment advisors in Pittsburgh who have over a century of combined experience in building and managing secure portfolios. Confluence Financial Partners (412-391-0377) sets a new standard in financial services.
Even the most experienced investor needs help, sometimes. And if you’re looking for a trusted investment advisor in Pittsburgh, you’ve come to the right place. Confluence Financial Partners has a proven track record of using a team approach for optimizing outcomes – allowing you to maximize your financial legacy through continual improvement and exceptional service.
Learn more at https://www.confluencefp.com/for-individuals/investment-advisory/
Confluence Financial Partners is an expert investment advisor built to set a new standard in financial services in Pittsburgh. Leveraging its combined experience of over 170 years in building successful investment portfolios, the team helps you grow your wealth strategically, allowing you to fully maximize your financial legacy through professional and personalized investment guidance.
Working with the core value of “doing things right the first time”, the team is committed to always being honest and doing the right thing above all else.
The goal is for you 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, you 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.
All investment advice is aligned with your unique risk tolerance, time horizon, and defined objectives.
“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. You benefit from a defined investment process, firm leadership involvement, collaboration with an experienced financial planning team, and full-time management of your investment portfolio. Additionally, Confluence Financial Partners takes pride in being fully independent of proprietary products and processes, ensuring you they 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.
Are you ready to get started? Request a meeting with the team today through their website.
Go to https://www.confluencefp.com/for-individuals/investment-advisory/ so you can learn more.
