Confluence Wealth Management Email Formats
Financial Services • 
Fort Mill, South Carolina, United States • 1-10 Employees
Key Contact at Confluence Wealth Management
Matt Wallen
Founder
Company overview
| Headquarters | Fort Mill, South Carolina, United States |
| Phone number | +16175353318 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Investment Planning, Wealth Management, Retirement Planning, Fiduciary, Estate Planning, Fee Only Planning |
| Founded | 2022 |
| Employees | 1-10 |
About Confluence Wealth Management
At Confluence Wealth Management, our mission is not to be the largest firm but rather to provide excellent advice in the best interest of our clients. We are experienced wealth professionals who guide you as you define a vision for your family and business. We work with you to create a wealth plan that is tangible, actionable and dynamic.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Founder/Owner
Employees by Department
Confluence Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Confluence Wealth Management has never raised funding before.
United Kingdom
Australia
Frequently asked questions
Confluence Wealth Management is located in Fort Mill, South Carolina, US.
You can reach Confluence Wealth Management at +16175353318.
Confluence Wealth Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.
Confluence Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
