Imagine That Confluence Financial Partners

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Bill Winkeler, CFA, CFP®, Chief Investment Officer, for a “peek under the tent” of our Investment Advisory Committee. At Confluence, we believe that the portfolio is the engine that powers our clients’ financial plans. As such, Greg and Bill discuss the multi-perspective management approach that is weaved into the Investment Advisory Committee, global events that have impacted the market, and the...

Join us for an insightful conversation with Greg Weimer, CEO, and the newest members of the Confluence Financial Partners Team: Rande Casaday, MBA | Wealth Manager Paul Frey, CIMA, CFP® | Wealth Manager Mike Touscany, CFP® | Wealth Manager Rande, Paul, and Mike discuss the reasons for which they are excited to be a part...

Join us for an insightful conversation with Greg Weimer, CEO, and Katie Montagazzi, Director of Marketing, as they discuss the transformative power of constant improvement and the pivotal role of coaching in personal and professional development. Greg reflects on the dichotomy of progress versus stagnation, emphasizing that in life, there is no neutral ground – you’re either advancing or regressing. Through Greg’s experience with both formal coaches and informal mentors, experiences, and...

At Confluence Financial Partners, we believe in the holistic well-being of our clients and their families. We're pleased to share our latest podcast episode focusing on the essential and sometimes overlooked area of children and adolescents' mental health. Join our Host and CEO, Greg Weimer, and special guest Maddy Weimer, LPC, a Licensed Professional Counselor specializing in child therapy, as they explore practical strategies for supporting the mental resilience of young people. T...

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. Whethe...

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...