Nick is a Wealth Manager at Confluence Financial Partners, where he helps individuals, families, and businesses make smarter decisions with their money. He works with clients who are serious about building and protecting wealth — and who want an advisor that actually helps them get it done.

Individuals & Families
Financially established individuals and families who are actively building or preserving wealth. Growth-oriented, goal-driven, and focused on family, legacy, and long-term impact. They value expert guidance and want help putting it into action.

Businesses
Retirement plan sponsors who want to improve real outcomes for their participants.

Comprehensive Financial Planning
Full-picture financial planning for individuals and families — built around your life and where you're trying to go.

Retirement Plan Services
Design and management of retirement plans for businesses — built to actually serve your employees, not just check a compliance box.