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Here at Confluence Wealth Management, we are committed to understanding your unique financial situation and helping you achieve your goals. Please fill out the form below with your contact information and a brief overview of your financial circumstances. This will allow our advisors to review your information and be prepared prior to reaching out to you. We look forward to assisting you on your financial journey!

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Name* Email* Phone* How did you hear about Confluence Wealth Management?* What is your total annual household income before taxes?* Please provide the total value of your retirement accounts (i.e., IRA/Roth IRA, 401k/403b, annuities, etc.)* Please provide the total value of your non-retirement investment accounts (i.e., brokerage accounts, trust accounts, checking/savings, CD’s, etc.)* What can we help you with? What financial goals are you looking to achieve?*

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There are no traffic jams along the extra mile.

Roger Staubach