--- title: Insights - Confluence Financial Partners | Confluence Financial Partners description: Confluence Financial Partners is a wealth management firm on a mission to help people plan for a brighter future by focusing on what matters most. --- [![](https://blog.confluencefp.com/hubfs/Blog%20Template%20Assets/cfp-logo-white-green-icon.svg)](https://www.confluencefp.com/) [CLIENT ACCESS](https://clientaccess.rjf.com/) [FORM CRS](https://www.confluencefp.com/form-crs/) - [Our Approach](https://blog.confluencefp.com/insights/author/confluence-financial-partners#!) - [About](https://blog.confluencefp.com/insights/author/confluence-financial-partners#!) - [Insights](https://blog.confluencefp.com/insights/author/confluence-financial-partners#!) - [Careers](https://www.confluencefp.com/careers/) - [Contact Us](https://www.confluencefp.com/contact-us/) × SEARCH THE BLOG - [Our Approach](https://blog.confluencefp.com/insights/author/confluence-financial-partners#!) - [About](https://blog.confluencefp.com/insights/author/confluence-financial-partners#!) - [Insights](https://blog.confluencefp.com/insights/author/confluence-financial-partners#!) - [Careers](https://www.confluencefp.com/careers/) - [Contact Us](https://www.confluencefp.com/contact-us/) Insights - Confluence Financial Partners | Confluence Financial Partners ![image of blog Confluence Financial Partners](https://blog.confluencefp.com/hubfs/pngtree-default-male-avatar-png-image_2811083.jpeg) # Confluence Financial Partners **INSIGHTS** # YOUR TRUSTED SOURCE FOR VALUABLE INSIGHTS LATEST INSIGHT ![](https://blog.confluencefp.com/hubfs/Imagine-That-2023-thumbnail-1024x1024.png) ARTICLES ## [April 23rd](https://blog.confluencefp.com/insights/april-23rd) ![Picture of Mike Roe](https://blog.confluencefp.com/hs-fs/hubfs/pngtree-default-male-avatar-png-image_2811083.jpeg?width=100&name=pngtree-default-male-avatar-png-image_2811083.jpeg) by Mike Roe Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem.......... LATEST PODCAST ![](https://blog.confluencefp.com/hubfs/pngtree-user-avatar-placeholder-black-png-image_3918427.webp) EPISODE ## [April 3rd test post](https://blog.confluencefp.com/insights/april-3rd-test-post) Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem... ![](https://blog.confluencefp.com/hubfs/pngtree-user-avatar-placeholder-black-png-image_3918427.webp) ## BROWSE INSIGHTS: All ARTICLES INSIGHTS PODCASTS VIDEOS ALL AUTHORS Admin Confluence Financial Partners Katie Montagazzi Mike Roe Randy Holcombe Rob Linkowski Sarah Rupp, MS, RD, LDN William R. Winkeler Jr. Clear - ![](https://blog.confluencefp.com/hubfs/Imagine-That-2023-thumbnail-1024x1024.png) Insights ## [Creating a Lasting Legacy with Multi-Generational Estate Planning](https://blog.confluencefp.com/insights/creating-a-lasting-legacy-with-multi-generational-estate-planning) ![Picture of ](https://blog.confluencefp.com/hs-fs/hubfs/pngtree-default-male-avatar-png-image_2811083.jpeg?width=100&name=pngtree-default-male-avatar-png-image_2811083.jpeg) by Confluence Financial Partners Confluence Financial Partners - ![](https://blog.confluencefp.com/hubfs/Imported_Blog_Media/image-1.png) Insights ## [Going Red for Heart Health](https://blog.confluencefp.com/insights/going-red-for-heart-health) ![Picture of ](https://blog.confluencefp.com/hs-fs/hubfs/pngtree-default-male-avatar-png-image_2811083.jpeg?width=100&name=pngtree-default-male-avatar-png-image_2811083.jpeg) by Confluence Financial Partners Confluence Financial Partners - ![](https://blog.confluencefp.com/hubfs/Imported_Blog_Media/3-e1593549823958.jpeg) Insights ## [New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222](https://blog.confluencefp.com/insights/coming-soon-new-downtown-pittsburgh-location-one-ppg-24th-floor) ![Picture of ](https://blog.confluencefp.com/hs-fs/hubfs/pngtree-default-male-avatar-png-image_2811083.jpeg?width=100&name=pngtree-default-male-avatar-png-image_2811083.jpeg) by Confluence Financial Partners Confluence Financial Partners - ![](https://blog.confluencefp.com/hubfs/Imported_Blog_Media/BV-e1591647850815.jpeg) Insights ## [Walk for UPMC Children’s Hospital of Pittsburgh](https://blog.confluencefp.com/insights/walk-for-upmc-childrens-hospital-of-pittsburgh) ![Picture of ](https://blog.confluencefp.com/hs-fs/hubfs/pngtree-default-male-avatar-png-image_2811083.jpeg?width=100&name=pngtree-default-male-avatar-png-image_2811083.jpeg) by Confluence Financial Partners Confluence Financial Partners No Results [![](https://blog.confluencefp.com/hubfs/Blog%20Template%20Assets/cfp-logo-white-green-icon.svg)](https://www.confluencefp.com/) ### We’re on a mission to help our clients maximize their lives and legacies through thoughtful financial planning, intelligent investing, continual improvement, and exceptional service. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and [Form CRS](https://www.confluencefp.com/form-crs/) for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: [www.adviserinfo.sec.gov.](https://www.adviserinfo.sec.gov/) The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss. REQUEST A MEETING ASK AN ADVISOR - [FOR INDIVIDUALS](https://www.confluencefp.com/for-individuals/) - [FOR BUSINESSES](https://www.confluencefp.com/for-businesses/) - [LEADERSHIP](https://www.confluencefp.com/leadership/) - [ADVISORS](https://www.confluencefp.com/advisors/) - [INSIGHTS](https://www.confluencefp.com/insights/) - [CAREERS](https://www.confluencefp.com/careers/) - [CONTACT US](https://www.confluencefp.com/contact-us/) - [CLIENT ACCESS](https://www.confluencefp.com/insights/) #### PITTSBURGH, PA [One PPG Place, Suite 2420 Pittsburgh, PA 15222](https://www.google.com/maps?q=One+PPG+Place%2C+Suite+2420%2C+Pittsburgh%2C+PA+15222) T [412.391.0377](tel:412-391-0377) TF [866.691.6178](tel:866-691-6178) F [412.391.4089](tel:412-391-4089) #### MCMURRAY, PA [732 E McMurray Road McMurray, PA 15317](https://www.google.com/maps?q=732+E+McMurray+Road%2C+McMurray%2C+PA+15317) T [724.271.8801](tel:724-271-8801) TF [844.550.4655](tel:844-550-4655) F [724.271.8814](tel:724-271-8814) #### SEWICKLEY, PA [1605 Carmody Court, Suite 101 Sewickley, PA 15143](https://www.google.com/maps?q=1605+Carmody+Court%2C+Suite+101%2C+Sewickley%2C+PA+15143) T [724.719.6600](tel:724-719-6600) TF [800.497.9990](tel:800-497-9990) F [724.934.1150](tel:724-934-1150) #### NAPLES, FL [999 Vanderbilt Beach Road, Suite 200 Naples, FL 34108](https://www.google.com/maps?q=999+Vanderbilt+Beach+Road%2C+Suite+200%2C+Naples%2C+FL+34108) T [239.422.5410](tel:239-422-5410) © 2024 CONFLUENCE WEALTH SERVICES. ALL RIGHTS RESERVED. [FORM ADV 2A](https://www.confluencefp.com/form-adv-2a/) [PRIVACY POLICY](https://www.confluencefp.com/privacy-policy/)