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CONFIANCE - Wealth Management

 
 
 Wealth Management

CONFIANCE - Our Firm
Our Firm
CONFIANCE - YourLife Planning
Financial Planning
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Community Involvement

Pamela Sandy-Wealth Management


Life-Driven
Wealth Management
 

Wealth Management is Life Management

No one size fits all.

Wealth Management of the past was principally about financial "instruments", products and the associated returns.

Wealth Management today is about YourLifeTM

YourLife Planning 

"Your Personal Net Worth is as - or more - important than your Financial Net Worth"

Pamela Sandy, CEO and Founder

 Investment Philosophy >

 Fiduciary Standard >

 Relationship versus Asset Minimums >

 Your Money >

CONFIANCE, LLC Firm Brochure

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CONFIANCE, LLC, Financial & Investment Advisors > 2016 / All rights reserved
CONFIANCE, LLC Financial and Investment Advisors is a registered investment adviser with its principal place of business in the State of Ohio. The material on this website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Please see full text of disclosures for additional information.