Confiance, Financial & Investment Advisors

Confiance, LLC provides asset management and financial planning services to individuals, trusts, estates, charitable organizations, corporations and other business entities, managing roughly $31.4 million for about 60 client accounts. The firm offers both discretionary and non-discretionary portfolio management and typically charges fees based on a percentage of assets under management, with financial planning included for asset-management clients.

The firm implements client portfolios using model growth and income allocations and a mix of individual equities, exchange-traded funds, bonds and mutual funds, tailoring allocations to each client’s objectives and risk tolerance. Confiance generally operates with discretionary trading authority, conducts at least monthly reviews, and may recommend or use option strategies and short sales when appropriate to client needs.

Compared with many solo independent advisers, Confiance discloses continuity and affiliation arrangements — including succession-plan agreements with other wealth management firms on the Schwab platform and the practice of aggregating affiliated accounts for trading — and it uses Schwab’s institutional services and reporting. The firm is no longer accepting new clients as of December 31, 2025, continues to serve existing households (and certain family members), and lists charitable organizations among its client types, a client demographic that is less common among peers.