Patricia Zysk

05/04/2026

We’re proud to support the Walk for Children’s presented by UPMC and UPMC Health Plan. Our Confluence Financial Partners team is working towards our goal, and every dollar makes a difference.

When you donate, you’ll have the opportunity to select a member of our team to support, helping us get closer to our goal together. We’d appreciate your support and thank you for being part of this effort.

Donate here: https://ow.ly/gUQ750YUwqA

*Confluence's CEO serves on the Children's Hospital board

04/15/2026

Something big is coming.

We’re thrilled to announce the upcoming launch of the Living Your Legacy Podcast, hosted by Greg Weimer, CEO of Confluence Financial Partners.

Launching on April 15, this podcast shares stories, insights, and lessons from people who are living with purpose, building impact, and creating meaningful legacies. From athletes and entrepreneurs to designers and leaders, each episode will inspire you to think bigger, act intentionally, and pursue the life you want to lead.

Follow the link to learn more and be ready for the first episodes: https://ow.ly/wsIN50YIpa4

04/15/2026

🎙 The wait is over! We are thrilled to launch the first episodes of the Living Your Legacy Podcast hosted by Greg Weimer, CEO of Confluence Financial Partners.

We are kicking things off with three incredible conversations:

• Ryan “Bugsy” Malone – Former NHL player and founder of the Malone Family Foundation, sharing his journey from the rink to finding purpose beyond professional sports and using his platform to make a difference.

• Betsy Wentz – Nationally known interior designer and author, discussing how she follows her passions, embraces challenges, and creates spaces that reflect personality and joy.

• Chris Lee – Managing Director and COO of Dickie McCamey, exploring leadership, integrity, mentorship, and building a career defined by character and impact.

Each episode is packed with insights on resilience, intentional living, and creating a life and legacy that matter.

Listen to all three episodes now and start your journey toward living your legacy. https://ow.ly/SGQq50YJYAx

09/07/2025

The Pittsburgh Steelers take on the New York Jets today at MetLife Stadium to kick off the 2025 season.

As a Proud Wealth Management Partner of the Pittsburgh Steelers, we’re rooting for the Black & Gold to start the season strong.

Good luck, Steelers. Let’s bring home the win!

08/08/2025

We’re excited to share some major news! Confluence Financial Partners is now a Proud Partner of the Pittsburgh Steelers.

This partnership is more than a milestone. It’s a reflection of our deep roots in the Pittsburgh community. Being able to align with an organization that embodies the strength and pride of Pittsburgh is an honor.

Just as we work to help you build your legacy, we’re proud to support a team that represents the heart of the city we call home.

Thank you for being such an important part of our journey.

Confluence has entered into a branding arrangement with the Pittsburgh Steelers, which allows us to use the team’s name and logo in certain marketing materials. This relationship is strictly promotional and does not imply that the Steelers endorses the firm or its services. The firm compensates the Steelers for this arrangement.

10/11/2024

The Forbes list of Top Registered Investment Advisors (RIA) Firms ranks leading RIA firms known for expert financial advice, client trust, and wealth management services.

09/27/2024

09/04/2024

Please join us on October 4th at our McMurray office for "Coats for Kids" in partnership with SHIM. We are collecting winter coats and cold weather items such as hats, gloves, scarves, etc. for neighbors in need!

South Hills Interfaith Movement - SHIM's mission is to mobilize community resources and implement sustainable programs that compassionately help our neighbors meet basic needs, achieve self-sufficiency and build community.

Drop off your donations at our office on October 4th from 12:00 - 4:30!

10/13/2023

The second annual Forbes/Shook Top RIA list has 250 advisory firms with cumulative assets of more than $1.1 trillion.