Confluence Financial Partners was founded to give investors a higher standard of service and personal attention. That’s also the idea behind Lamb Medical, a concierge medical practice founded by Dr. Mary Parks Lamb. In this episode, Greg Weimer, Co-Founder and Wealth Manager of Confluence Financial Partners, and Dr. Mary Lamb discuss how the non-traditional service models of both Confluence and Lamb Medical have the potential to give people in Pittsburgh a luxury experience and better outcomes. You will also hear simple tips for healthy living and discover how the concierge model of care, in both health care and financial services, can help you achieve your long-term goals.Guest Speaker:Mary LambHost:Greg WeimerThis session was recorded on July 10, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.More than 80% of today’s retirees say good health is the most important ingredient for a happy retirement. SOURCE: Health and Retirement: Planning for the Great Unknown; A Merrill Lynch Retirement Study conducted in partnership with Age WaveConfluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.Confluence Financial Partners is not affiliated with and does not endorse the opinions or services of Dr. Mary Lamb. Any opinions are those of the speaker and not necessarily those of Confluence Financial Partners.The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.

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