FINANCIAL SECURITY & PEACE OF MIND

We are here to
take care of you.

As a Multi-Family Office, we specialize in Investing, Business Exit Consulting & Divorce Financial Planning for the highly successful.

Brett Cicinelli

Founder & President

Brett brings over two decades of financial and analytical experience to work for clients and is the founder and President of Confluence Capital Advisors. He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®).

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An Extensive Set Of Services Under One Roof

Multi-Family Office

We provide sophisticated investment and financial service offerings combined with the highest-end financial planning, specializing in divorce. The firm is built on the principles of honesty, integrity, and objective decision-making.

Household Budgeting and Bill Paying

Investments

Family Governance

Multi-Generation Education

Tax and Estate Planning

Business Planning

Risk Management

Philanthropy

Services

Divorce Financial Planning

Providing individuals, couples, attorneys, and mediators with expertise in all financial aspects of divorce, including, marital vs. separate property, executive compensation, business valuation, and tax optimization of settlements.