Confluence Financial Partners, an independent wealth management firm with approximately $7.6 billion in assets under management and an additional $400 million in 401(k) plan assets as of August 18, 2026, has announced a new strategic partnership with Constellation Wealth Capital (CWC).
Through the partnership, CWC will make a minority investment in Confluence, providing additional capital and strategic resources to support the firm’s long-term growth. Confluence will continue to be led and controlled by its existing leadership team and remain focused on the principles that have guided the firm throughout its history: maintaining a client-centered approach, investing in its people and building a business designed to endure.
With five offices across Pennsylvania and Florida — including Pittsburgh; McMurray, Pa.; Sewickley, Pa.; Grove City, Pa.; and Bonita Springs, Fla. — Confluence has continued to expand its presence and capabilities while remaining focused on del
