Who We Are
We are a close-knit team of financial planners, attentive and engaged with our clients. We take pride in long-term relationships and the fact that some of our clients have been with us for more than 25 years.
Our clients take comfort knowing that we are accessible via email, phone, in-person meetings, or video chat, as needed. Even though we are small practice, our clients have the benefit of large firm resources. As a North Star Resource Group Affiliate, we provide our clients the best of both worlds.
Confidere Financial is led by Ann Wengronowitz & Emily Malecha. The duo has been working together since 2001. Together, the partners have more than 55 years of industry experience with a strong focus on financial planning.