Join our host and CEO, Greg Weimer, for a discussion around second home ownership. In this episode, we discuss some of the considerations surrounding the purchase of a second home, from the initial expense to ongoing carrying costs like housekeeping, maintenance, and even the logistical aspects such as travel that are sometimes overlooked.But it’s not all about the financials. Greg also touches on the invaluable investment in family memories and the joy of creating lasting experiences. Whether you are considering an oceanside getaway or a warm cabin in the mountains, tune in to gain insight and discover if a second home is the right decision for you.

Join host and CEO, Greg Weimer, as he speaks with our COO, Gregory Weimer, CFP® , CPA, and Director of Wealth Planning, Randy Holcombe, CFP® about the significance of planning around wealth transfer. Whether you are growing and developing in your career, or contemplating the legacy you'll leave behind in the latter stages of life, we hope this discussion sheds light on the impact of estate planning and effective communication.Tune in and discover how these elements can shape not only the inheritance for your heirs, but also the enduring legacy you'll leave for generations to come.

Join us for a conversation with our Dietitian, Sarah Rupp MS, RD, LDN, on how to fuel your body with nutrition!In today’s fast-paced world, whether you’re a dedicated business owner, a loving parent, or a high-performing athlete, one thing remains constant – the need to prioritize your health. But let’s face it, navigating the landscape of nutrition can be a daunting task. Join us as we demystify the complexities of nutrition and provide practical insights to fuel your life.Connect with us: https://www.linkedin.com/company/confluence-financial-partners/https://www.facebook.com/confluenceFPhttps://www.instagram.com/confluencefp/Disclaimer: The information provided in this episode is for educational/informational purposes only and should not be considered a substitute for professional medical advice or consultation with a healthcare professional.

Confluence Financial Partners is committed to building a firm that endures - respecting our roots and striving to live our mission today and in the future: Maximizing Lives and Legacies.In this episode, Greg Weimer, CEO, and Katie Montagazzi, CFP®, Director of Marketing, discuss the practice of envisioning what Confluence needs to look like in the future to best serve clients and the steps we are taking today to get there. Join us for this conversation and visit our website to learn more: http://ConfluenceFP.comConnect with us:https://www.linkedin.com/company/confluence-financial-partners/https://www.facebook.com/confluenceFPhttps://www.instagram.com/confluencefp/

In August of 2019, Confluence CEO, Greg Weimer sat down with a few of the firm’s younger associates to get their perspectives on wealth management, workplace culture, and life. Since that time, much has changed. In this episode, we catch up with those same professionals: Randall J. Holcombe, CFP®, Director of Wealth Planning; Katie Montagazzi, CFP®, Director of Marketing and Communication; Gregory Weimer II, CFP®, CEPA, Chief Operating Officer; and Chuck Ziants, CFP®, Wealth Manager. Join us as explore how Confluence has evolved, examine some of the reasons behind the firm’s success, and look ahead as we continue to improve and innovate on behalf of our clients.

Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom we owe an unpayable debt. Since 2007, Folds of Honor has provided scholarships to the families of America’s killed or disabled soldiers. Join host and Confluence Financial Partners CEO, Greg Weimer, as he interviews Gold Star Wife Tiffany Eckert. Tiffany shares her story and the impact Folds of Honor has had on her and her families lives after the passing of her husband, Andy Eckert.To all of our military heroes, veterans, and those like Andy who gave the ultimate sacrifice, we say thank you. We are forever grateful for your service to this great country.

Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom we owe an unpayable debt. Since 2007, Folds of Honor has provided scholarships to the families of America’s killed or disabled soldiers. Join host and Confluence Financial Partners CEO, Greg Weimer, as he interviews Folds of Honor–Western Pennsylvania board member Crystal Popella (Episode 27) and Gold Star Wife Tiffany Eckert (Episode 28). You’ll hear their stories and learn about the incredible impact Folds of Honor has made in the lives of military families across the nation. You’ll also find out how you can turn passion into action by becoming a part of this important mission.Please join us for the 1st episode of this 2 episode series. 

Join Confluence Financial Partners CEO, Greg Weimer, along with Confluence Director of Marketing and Communication, Katie Montagazzi, CFP®, for an inspiring conversation on goal planning and the importance of living an intentional life. In this episode, Greg will share his strategies for becoming the “architect of your future” and how to develop the ability to turn “someday” into “today.” For individuals and business owners who would like to build discipline and focus in aligning your day-to-day activities with your long-term goals, this is an episode that can help you get there.

What does it take to succeed in an increasingly technology-driven world? Adaptability. Curiosity. Resilience.In this episode, you’ll learn how smart businesses navigate change and technological disruption by innovatingand evolving. Join host and Confluence Financial Partners CEO, Greg Weimer, as he interviews Darrin Grove,founder and CEO of Truefit, a Pittsburgh-based software development company. Darrin will share his storyand his experiences building a business along with practical advice for developing your network into athriving ecosystem to gain (and give) support, mentorship, and guidance. You’ll also hear about actionablestrategies for networking and the importance of resilience — along with the exponential impact a wellplannedlegacy can have on the world. For anyone interested in personal growth, strengthening your network,or adapting to change, do not miss this episode.

How do you cap off a lifetime of hard work? With many people retiring healthier, heartier and wealthier than generations before us, retirement can be a chance for adventure, an opportunity to make the most of the next chapter of our lives. In this episode, host and Confluence Financial Partners CEO, Greg Weimer, introduces us two people living out an extraordinary retirement. Meet Pat and Michelle, whose skillful retirement planning has given them the freedom and flexibility to follow their hearts — all across the U.S. For anyone who has ever considered following a different retirement path, don’t miss this episode.