Finding New Paths to CREATE Real Wealth

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.

TAKE YOUR FIRST STEP TODAY

Explore all the custom options that Confluent provides to help you achieve your financial goals. No consultation fee. No long-term commitment.

WE'VE GOT THE RIGHT TEAM

Our team of experienced and registered financial advisors are ready to serve you and your unique needs!

CAIA®

years of experience
0 +

CFA®

The Confluent Approach

Our Personalized Approach

"Investing is about more than just the numbers, it's about the stories we create and the lives we touch along the way"

Yogesh Prasad, CFA® | CAIA®

CEO and Founder, Confluent Asset Management

OUR PURPOSE

Succeeding WITH our clients

Our top priority is impacting people in a positive way. When our clients succeed, we succeed… not the other way around!

Meeting unique needs

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

OUR VALUES

TRUST

INTEGRITY

PASSION

AUTHENTICITY

TEAMWORK

RESPECT

What we provide

At Confluent, your financial well-being is our commitment. Your prosperity defines our success.

Financial Planning

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 five crucial areas.

Wealth Management

Our comprehensive approach addresses every stage of your financial journey, ensuring you're supported from wealth accumulation to preservation, and ultimately, distribution. No matter how you've built your wealth-whether through inheritance, diligent saving, or successful business management-our advisors are here to provide tailored solutions.

Investment Management

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.

Risk Management

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.

Articles & Insights

Rethinking your savings: Is it time to move beyond treasury bonds?

Enhancing your cash yield: A smarter approach to principal protection

The Evolution of College Savings: 529 Plans and the New Roth IRA Rollover Option

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What our clients are saying

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.

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MR. & MRS. DESAI

Confluent Asset Management has greatly improved our financial well-being with their honesty, transparency, and professionalism. Yogesh’s expertise and personalized approach helped us create a plan that aligns with our goals, giving us confidence in our financial future.

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MR. PRASAD

As a single parent, I needed a financial advisor who could provide personalized retirement planning. Their transparency and clear communication have given me confidence and peace of mind. I highly recommend Confluent to any single parent seeking reliable financial guidance.

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MRS. MOMAYA

*All testimonials have been provided by active clients without compensation