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Login

(310) 824-1000

hello@icwm.com

With Over 70 Years of Combined
Advisor Experience

Client
Login

(310) 824-1000

hello@icwm.com

With Over 70 Years of Combined
Advisor Experience

Confidence Wealth Management
  • Home
  • How We Help
    • What We Do For You
      • Protect Your Principal
      • Protect/Grow Your Retirement Income
      • Reduce Your Investment Fees
      • Optimize Your Financial Plan
      • Reduce Your Investment Taxes
      • Maximize Your Social Security Benefits
      • Plan For Your Health Care Costs
    • Strong Financial Partners
    • Our Investment Process
  • Who We Are
    • Meet The Team
    • Video – Our Story
    • Our Promise To You
    • Our Guiding Principles
    • Philanthropy
    • FAQ
  • Education Center
    • Reports and Downloadables
    • Complimentary Webinars
    • 4.5-Hour Retirement Planning Class
  • Client Experience
    • Why Us?
    • Our Meeting Process
  • News & Media
  • Contact
    • Our Offices
    • Set Up An Appointment
Confidence Wealth Management
  • Home
  • How We Help
    • What We Do For You
      • Protect Your Principal
      • Protect/Grow Your Retirement Income
      • Reduce Your Investment Fees
      • Optimize Your Financial Plan
      • Reduce Your Investment Taxes
      • Maximize Your Social Security Benefits
      • Plan For Your Health Care Costs
    • Strong Financial Partners
    • Our Investment Process
  • Who We Are
    • Meet The Team
    • Video – Our Story
    • Our Promise To You
    • Our Guiding Principles
    • Philanthropy
    • FAQ
  • Education Center
    • Reports and Downloadables
    • Complimentary Webinars
    • 4.5-Hour Retirement Planning Class
  • Client Experience
    • Why Us?
    • Our Meeting Process
  • News & Media
  • Contact
    • Our Offices
    • Set Up An Appointment
Skip to content
  • Home
  • How We Help
    • What We Do For You
      • Protect Your Principal
      • Protect/Grow Your Retirement Income
      • Reduce Your Investment Fees
      • Optimize Your Financial Plan
      • Reduce Your Investment Taxes
      • Maximize Your Social Security Benefits
      • Plan For Your Health Care Costs
    • Strong Financial Partners
    • Our Investment Process
  • Who We Are
    • Meet The Team
    • Video – Our Story
    • Our Promise To You
    • Our Guiding Principles
    • Philanthropy
    • FAQ
  • Education Center
    • Reports and Downloadables
    • Complimentary Webinars
    • 4.5-Hour Retirement Planning Class
  • Client Experience
    • Why Us?
    • Our Meeting Process
  • News & Media
  • Contact
    • Our Offices
    • Set Up An Appointment

Education Center

Education Center
June 10, 2017by Confidence Wealth

Complimentary Reports

View Reports »

Watch our past webinars

View Past Webinars »

Blog Posts

  • Five Smart Ways to Protect Your Assets
  • The Many Benefits of Building a Family Brand
  • Is a Private Wealth Management Firm for You?
  • Selling A Business? Avoid These Four Big Mistakes
  • Wealth Planning: What Is Private Wealth Management? Why Does It Matter?

Rem Oculee

Our mission is to give our clients confidence and financial power. We do that by combining the human experience with advanced technologies to connect them with the strongest, most powerful and prestigious financial institutions in the world.

Rem Oculee
Founder and CEO

Confidence Wealth Management

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Investment Advisory Services offered through Confidence Wealth Management LLC, a California 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.

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