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.