MarketPR
A minority stake deal puts Constellation Wealth Capital into Confluence Financial Partners, an independent wealth manager with $7.6 billion in assets under management as of August 18, 2026, alongside $400 million in 401(k) plan assets.
Operating control stays with the existing management team, led by CEO and co-founder Greg Weimer, a structure that keeps the advisory culture and day-to-day operations unchanged.
No financial terms or closing date have been disclosed.
Pennsylvania and Florida footprint Confluence operates from five offices: Pittsburgh, McMurray, Sewickley and Grove City in Pennsylvania, and Bonita Springs in Florida.
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