Schedule Your Consultation

Begin your journey to retirement clarity with a complimentary, no-obligation conversation with our advisors.

Request Your Appointment

By submitting this form, you agree to be contacted by Confluence Capital Management regarding your consultation request. Your information will never be shared.

What to Expect

Complimentary Consultation

No cost, no obligation—just a conversation

60-Minute Discussion

Plenty of time to explore your situation

Personalized Insights

Tailored guidance, not generic advice

No Pressure

Education-focused, not sales-driven

Office Hours

Monday - Friday9:00 AM - 5:00 PM
SaturdayBy Appointment
SundayClosed

Prefer to Call?

You can also reach us directly by phone to schedule your consultation.

704-621-6376
Mon-Fri: 9AM - 5PM