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FINANCIAL SECURITY & PEACE OF MIND
We are here to
take care of you.
As a Multi-Family Office, we specialize in Investing &
Divorce Financial Planning for the highly successful.
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®).
An Extensive Set Of Services Under One Roof
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.
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.
Certifications & Affiliations
Get the unique lifestyle that you deserve.
Let's Get Started
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