FINANCIAL SECURITY & PEACE OF MIND
We are here to
take care of you.
As a Multi-Family Office, we specialize in Investing, Business Exit Planning, Divorce Financial Planning & other Sudden Financial Changes for the highly successful.
Brett Cicinelli
Founder & President
Brett brings nearly three 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®), Certified Business Exit Consultant® (CBEC®).
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.
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Guidance for Life's Defining Transitions
Beyond ongoing wealth management, we work closely with clients navigating a business sale, a divorce, or a sudden financial change — moments that call for both technical expertise and steady judgment.
Business Exit Planning
For owners preparing to sell, transition, or step back from a business — as a Certified Business Exit Consultant®, Brett helps you plan the financial side of the exit years before the transaction, not just at closing.
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Exit readiness & timeline planning
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Coordinating with your CPA, attorney, and broker
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Structuring proceeds for long-term security
Divorce Financial Planning
As a Certified Divorce Financial Analyst®, Brett brings financial clarity to settlement decisions — modeling outcomes so you can negotiate from an informed position. Available to work alongside your attorney or mediator, or directly with you.
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Settlement, support & asset division analysis
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Post-divorce budgeting & cash flow modeling
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Works with clients directly, or alongside attorneys & mediators
Sudden Financial Changes
An inheritance, liquidity event, retirement, or unexpected windfall brings its own pressures — new advisors, new decisions, new risks. We help you slow down, get oriented, and build a plan before you act.
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Initial planning & decision framework
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Retirement & retirement income planning
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Tax-aware strategies for new liquidity
Clients navigating a business transition, divorce, or sudden change often become long-term Multi-Family Office clients. See how our Multi-Family Office works →
Certifications & Affiliations
Get the unique lifestyle that you deserve.
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