We’re a fiduciary boutique firm that creates, builds and maintains one integrated wealth plan by addressing the potential problematic gaps between investment management, tax planning and estate planning, so you can spend your time on things that matter most.
Prefer to talk now? Call (310) 824-1000
Founded
2002, Los Angeles, by CEO Rem Oculee
Standard of Care
100% fiduciary, on every recommendation
Registration
SEC-registered investment adviser, CRD #127383
Offices
West Los Angeles and Torrance, CA
A family protecting what is has built, founder preparing for a sale, an executive with concentrated stock as each face different decisions. Start with the one that sounds like you.
The Integrated Wealth Plan
Most high-net-worth households have an investment advisor, a CPA and an estate attorney who rarely speak. The costly mistakes happen in the gaps between them. Your Wealth Plan puts all three disciplines on one page and one calendar.
Portfolios built for after-tax results, with deliberate strategies for concentrated positions, liquidity events and risk you can live with when markets fall.
Proactive, multi-year tax planning for high-net-worth individuals: timing income, harvesting losses and structuring business and equity decisions before the year closes.
Beneficiaries, trusts and titling kept aligned with the plan, so wealth transfers the way you intend and your family is never left guessing.
Clear steps, a dedicated team and no surprises. You always know what we are working on and why.
We learn your goals, your business and the personal side of your wealth. Confidential and without obligation.
Our interdisciplinary team reviews investments, tax returns, entities and estate documents together.
One written plan with clear priorities, owners and dates, presented and refined with you.
We implement, monitor and adjust as your life, your business and the tax code change.
As fiduciaries we are obligated to put your interests first on every recommendation. As an independent boutique, you work directly with senior advisors who know your plan, not a call center.
The measure of a good financial plan is not when the economy is up; it's when it's down.
Rem Oculee
Founder and CEO
Testimonials are from current clients of Confidence Wealth Management, Inc. The client was not compensated for providing this testimonial. This testimonial may not be representative of the experience of other clients and is not a guarantee of future results or success.
Selling a business can often be handled through an installment sale, where you transfer the business to a buyer and collect the purchase price over
Sometimes a decision can make perfect financial sense and still move you further away from the life you actually want. You can be right about
If a significant portion of your net worth is tied to a single company, you have a concentrated stock position, and options strategies can help
Confidence Wealth Management, Inc. is an independent, SEC-registered investment adviser (CRD #127383) founded in 2002 by CEO Rem Oculee. We are a fiduciary boutique headquartered at 10940 Wilshire Blvd in West Los Angeles, with an office in Torrance, California.
A fiduciary is legally obligated to act in your best interest on every recommendation. For our clients that means coordinating investment management, tax planning and estate planning into one integrated Wealth Plan, then managing and reviewing it with you over time.
Families who want to grow and protect significant wealth across generations; corporate executives with equity compensation or concentrated stock, and business owners building or preparing to sell a company.
We are fee based. We charge a percentage of the assets we manage. Here’s the question most people don’t ask. What is each person you pay actually paid to watch?
Usually, your CPA is paid for the tax return. Your estate attorney is paid for the documents. Your advisor is paid for the portfolio. The space between them isn’t on anyone’s bill. So it isn’t anyone’s job.
Our fee is how that space becomes ours. If you keep your own CPA and estate attorney, they bill you directly. We work alongside them.
A fee based on assets means we earn more when more of your money is with us. That’s true of any advisor paid this way, us included. We’d rather you hear it from us. Look at what you pay each of them. Which of those bills pays someone to watch the space between?
We don’t sell businesses ourselves. When it’s time, our M&A affiliate, 9Q Exit can assist you with the sale either by acquiring directly or help you sell it though its extensive network of relationships in the M&A space. Before that, our affiliate, the Exit Mindset which is built on the foundation of the book authored by our founder Rem Oculee would provide you with resources to help you scale your business to help you increase your profitability using proprietary Exit Mindset operating system designed for business owners like you. Please keep in mind that the exit mindset is an operating company from CWM
When it comes to the company sale, here’s the question most owners don’t ask. What will the sale do to everything else?
Your M&A advisor works on the price. Your attorney works on the contract. Your CPA files the return after it closes. Each one is doing their job. What happens around the deal usually isn’t anyone’s job. Your taxes that year. Your estate. The rest of your life. That part is ours. And some of it has to start years before you sign. We benefit when you use our affiliates. Using them is always your choice.
If a buyer called tomorrow, you’d hear a price. Do you know what you’d keep?
Yes. We serve clients from our West Los Angeles and Torrance offices and meet by video with clients across the country.
A complimentary, confidential review of where you stand today and what an integrated Wealth Plan would change. On your schedule, in person or by video.
Your information stays confidential and is never sold. Or call (310) 824-1000.
