Confluence Wealth Management was founded on a belief in partnership and that clients always come first. In July 2022, the careers of lifelong friends Robert Diaz and Jack Hoelscher, and a like-minded colleague in Jeni Mobley, were brought together to turn their beliefs into reality.
Our team’s sole purpose is helping you achieve what’s most important to you. Our collaborative approach promotes clear communication and helps build your confidence in your financial situation. Further, our comprehensive planning process is tailored to your unique circumstances, and it helps give you clarity and focus for the path forward.
Using our team-based approach, we strive to deliver a quality client experience. Our clients will not only have a lead advisor for you to rely on but other team members with specialized skills to support and complement the relationship. We set clear expectations around what you can expect from us and document the goals we’re working together to accomplish.
Our firm’s alignment with Raymond James is another important part of how we serve our clients. Raymond James has a long history of embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. Its culture of independence gives us complete freedom to offer our objective, unbiased advice and its many professionals at the international headquarters in St. Petersburg, Florida, provide the support and resources we need to serve our clients.
We invite you to reach out to us with questions or to meet the team and discuss how we can help add value to your circumstances.