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. No consultation fee. No long-term commitment.
"Investing is about more than just the numbers, it's about the stories we create and the lives we touch along the way"
CEO and Founder, Confluent Asset Management
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, your financial well-being is our commitment. Your prosperity defines our success.
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.
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.
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.
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.
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
Confluent Asset Management is a Registered Investment Adviser that offers institutional and individual investors systematic wealth and asset management services and investment solutions.
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Risk Disclosure
Past performance is not an indicator of future performance. Investing in securities involves the risk of loss.
Confluent Asset Management LLC (“Confluent”) is a registered investment advisor offering advisory services in the State of Arizona, Florida, Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Confluent in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Confluent, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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