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  • Confluence Wealth Management
    111 E 4th St Ste 222 Alton, IL 62002-6241 T: 618.392.0700
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Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
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Confluence Wealth ManagementConfluence Wealth Management
  • 111 E 4th St Ste 222 Alton, IL 62002-6241
  • 618.392.0700
  • Map & Directions
  • Map & Directions

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Confluence Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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