It all starts by scheduling an introductory meeting with an advisor.
It all starts by scheduling an introductory meeting with an advisor.
Your household income is $250,000 or more
Or You have $500,000 or more in investable assets
Is my money working hard enough for me?
How do I handle the taxes on my assets?
How soon can I retire comfortably?
Our team at Confluent Asset Management helps you define and achieve financial success through a personalized investment approach. We focus on what matters most to you, so your wealth creates freedom, flexibility, and lasting impact.
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
"Investing is about more than just the numbers, it's about the stories we create and the lives we touch along the way"
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
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.
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