Confluence Capital Advisors Background & Overview Overview

General Information

Confluence Capital Advisors is a multi-family office headquartered in Woodland Hills. The firm provides comprehensive wealth management and fiduciary services to affluent families, with a particular focus on investment advisory and divorce financial planning. By integrating tailored strategies across asset management, estate planning, and financial guidance, Confluence Capital Advisors addresses the complex needs of multi-generational clients—supports financial clarity and continuity for families navigating significant transitions.