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Confluence Capital Advisors, LLC is a state-licensed investment advisor located in Encino, California. Confluence Capital Advisors, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon state-licensed investment advisors by those states in which Confluence Capital Advisors, LLC is licensed. This website is not a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. This website is for informational purposes only. Information on this website should not be interpreted to state or imply that past results are an indication of future performance. Information on this website, including that which is obtained from unaffiliated third-party sources, is believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Confluence Capital Advisors, LLC does not make any representations or warranties, expressed or implied, as to the accuracy, completeness, or relevance of any information contained on this website.



All Logos, trademarks, and service marks identifying products or services of Confluence Capital Advisors, LLC are proprietary to Confluence Capital Advisors, LLC, including our purpose statement: "serving individuals and families to advance wealth"SM


Confluence Capital Advisors, LLC may from time to time provide a hypertext or other links to sites that may be of interest to users. Confluence Capital Advisors, LLC does not endorse, sponsor or promote any products or a service offered by such sites and has not passed on their merits of any information contained on such sites. Confluence Capital Advisors, LLC assumes no responsibility whatsoever for any material outside Confluence's web pages that may be accessed through such links. Confluence Capital Advisors, LLC is not responsible for the privacy practices of third-party sites.



We are required to inform you that any advice concerning tax and/or legal issues contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of avoiding any penalties that may be imposed by any governmental taxing and legal authorities or agencies.


Any performance quoted is past performance and is not a guarantee of future results.


Opinions and estimates offered to constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal, or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

If you have any questions regarding our disclaimer, please contact us at

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