About Us

As a Multi-Family Office, Confluence provides sophisticated investment and financial service offerings. Our analytical skills were honed from many years of intellectual rigor, from managing the financials and investments at the Single Family Office for one of Europe’s most successful families to advising and managing assets for the world’s largest hedge funds, mutual funds, pension plans, etc.  

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We take an educational and partnership approach with our clients, drawing on experience in the classroom, teaching advanced college-level courses and seminars that go beyond stocks and bonds, covering diverse topics that include real estate, private equity, and hedge funds.

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Confluence specializes in planning in and around divorce, trained as a Certified Divorce Financial Analyst® (CDFA®) and as a Certified Financial Planner® (CFP®).  Our approach combines good listening skills and a calm and even-keeled demeanor, always with your life satisfaction in mind.  

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We strive to deliver creative solutions and strategies to optimize your financial situation through the application of education and support, whether or not you are in the process of divorce.  Confluence is built on the principles of honesty, integrity, and objective decision-making.