Gregory Weimer
President at Confluence Financial Partners
Based in United States
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Seniority
C-Team
Department
General Business & Management
Location
United States
Industry
Financial Services
Company size
67
Contact information
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g•••••••@confluencefp.com
Phone
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Background
About Gregory Weimer
As President and Wealth Manager at Confluence Financial Partners, I work with our clients to not only provide wealth management services, but to also create relationships that will last a lifetime. Our team will make sure to understand both your financial and non-financial goals and develop innovative ways to meet them. Please feel free to reach out with any questions that you may have-Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.
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