At Confluent Asset Management, our financial advisors are dedicated to creating real, long-term wealth for every client. We build fully customized portfolios for every client to meet their unique needs. Our strategic investment process allows us to approach each client’s financial goals individually and provide the most beneficial path, no matter their needs.
Explore all the custom options that Confluent Asset Management provides to help you achieve your financial goals. Learn more about what we have to offer and meet with an advisor today!
"Investing is about more than just the numbers, it's about the stories we create and the lives we touch along the way"
Take the first big step towards financial freedom. Meet with one of our advisors to find the right financial plan to meet your goals. No consultation fee and no long-term commitment.
Our top priority is impacting people in a positive way. When our clients succeed, we succeed… not the other way around!
Too often people are given one-size-fits-all solutions that force them into a box for the sake of easy management. We create custom options that will meet our client’s needs exactly, without compromising just to make things easier for us
At Confluent, we specialize in creating personalized financial strategies that align with your life goals, from planning for retirement to managing your wealth throughout different life stages. Our comprehensive financial planning covers key stages of life, providing guidance in all crucial areas. We offer one-time and active management options to fit every situation and every stage of life.
Our investment models are designed to excel during periods of strong market growth while safeguarding your capital in times of uncertainty. Powered by our proprietary risk indicators, our approach strategically reduces exposure to risky assets when volatility rises. Our goal is simple: to outperform market benchmarks during upswings and protect your investments when the market takes a downturn.
Our comprehensive approach addresses every stage of your financial journey, ensuring you're supported from wealth accumulation to preservation, and ultimately, distribution. Whether you've built your wealth through inheritance, diligent saving, or successful business management; our advisors are here to provide tailored solutions. We only succeed when you succeed and that is why every decision we make will prioritize you!
Navigating the uncertainties of financial markets demands a strategic focus on risk management. At Confluent Asset Management, we specialize in understanding and expertly managing risk. Our proprietary risk indicators are meticulously designed and rigorously tested to identify periods of high market volatility, allowing us to recommend optimal exposure to risky assets throughout market cycles.
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Confluent Asset Management made our retirement planning easy and stress-free. Yogesh Prasad and his team created a solid income plan and took great care of our assets. We trust them completely and recommend their services to anyone planning for retirement.
*All testimonials have been provided by active clients without compensation
