For family members who want to secure, safeguard, and protect their family financial wellbeing
Leveraging higher level strategies—exclusively for business owners
Solutions to maximize the value of your business when you are ready to sell
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities and incur unnecessary risks.
That’s where Private Wealth Management comes in. We examine your full financial picture, including the personal and emotional components of wealth planning.
We don’t solely focus on investments like stocks, bonds and mutual funds. Partnered with powerful world-class institutions, we also look at your ever-changing (and sometimes different and complex) needs.
Our goal is to transform your future, not just manage it.
Retirement Income and Distribution Planning
Efficient Tax Strategies and Solutions
Generational and Estate Planning
Wealth Preservation & Protection Strategies
Healthcare Financial Planning
Charitable and Legacy Planning
Imagine, a team of trusted professionals providing coordinated solutions that address your financial situation.
-Rem Oculee, Founder and CEO
It’s taken decades to accumulate your wealth, and you are now at a crossroads, looking for ways to pass on your legacy to future generations. You are not just looking to preserve your wealth, but to make it grow, to make it meaningful, and to make it last. We know it’s beyond numbers; it’s about your family’s future and creating a life of purpose and fulfillment. We understand the challenges and complexities that come with managing significant assets. We don’t see ourselves as your wealth advisors, but rather, we are stewards of your lifelong work and legacy.
You’ve worked hard, taken risks, and invested everything to build your company into the success it is today. However, achieving and maintaining significant wealth in business requires a different set of skills. That’s where we come in. Get integrated strategies that manage the overlapping personal and business financial opportunities that come with owning a company. Learn how we can unlock your business’s potential to help transform your wealth.
Congratulations on your decision to sell your business. This is a significant milestone, and it’s an emotional journey for any business owner. You may feel overwhelmed by the complexity of the process and the many decisions you must make. That’s why we created the Business Exit Architecture. We will guide you before, during, and after the sale of your company. From minimizing taxes to maximizing the value of your business, and everything in between, we will translate your new assets into meaningful wealth for you and your family.
Founder and CEO
We exist to help you by using financial solutions and strategies that will manage your net worth, protect your retirement, and transform your wealth into meaningful moments.
We continually and tirelessly strive to protect you against the uncertainties of life by using an array of conservative income strategies. We take a multi-prong approach that is not rooted in products or trends, but in a well-thought out, financial strategy that takes into your account your specific and unique needs. No two plans are exactly alike as the assets, portfolio options and allotments are all custom-tailored to you and your particular requirements and circumstances.
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© 2023 Confidence Wealth Management LLC. All rights reserved.
Investment Advisory Services offered through Confidence Wealth Management LLC, an SEC registered investment adviser. Confidence Wealth Management LLC (CWM) and Confidence Wealth & Insurance Solutions LLC (CWIS) are two separate affiliated companies. All investment advisory services are provided by CWM. All insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services. CWM does not sell any insurance products. For complete information regarding Confidence Wealth Management’s services and fees, please review our Form ADV Part 2A Disclosure Brochure, which can be found at adviserinfo.sec.gov or requested by calling us at (310) 824-1000. Information provided herein reflect Confidence Wealth Management’s views as of the creation date. Such views are subject to change without notice. Information provided herein is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. No investment decision should be made based solely on any information provided herein. Confidence Wealth Management has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be proﬁtable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. This is designed to provide general information on the subjects covered. Pursuant to its circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the information given does not give legal or tax advice. Should you have any tax or legal questions, you are encouraged to consult your tax advisor or attorney for any tax or legal matters. Not affiliated with the U.S. Government or any governmental agency.
1,2Cornell, SC Johnson College of Business, Family Business Facts 3 Exit Planning Institute, “State of Owner Readiness” Survey