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We will plan for you
like we plan for our families

Helping you with advanced strategies to
lower your taxes, increase your net worth,
protect your wealth, give more to your heirs,
mitigate health expenses and reinvent
yourself to achieve a happier place in life,
since 2002

As featured in

Private Wealth Management

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 risk. 

That’s where Private Wealth Management comes in. We examine your full financial picture as well as the personal and emotional components of wealth planning. We don’t just do investments like stocks, bonds and mutual funds. We also look at your ever-changing (and sometimes different and complex) needs. 

Get innovative and sophisticated financial solutions worthy of you and your loved ones. We provide actionable, intelligent strategies that lead to meaningful outcomes. 

Our goal is to transform your future, not just manage it. Are you ready for a life of significance?

Don't Let the Clock Run. Get Specific and Clear Wealth Creation Strategies Built Around YOU.

Reimagine your Net Worth and Retirement with cutting-edge ideas.

You know you worked hard you deserve more. We will honor your work by doing ours right. We will help you with a cutting-edge approach to wealth management. We will work with you hand-in-hand on building an advanced strategic plan that addresses your unique needs. We do the hard complex work so you can enjoy life’s daily moments.

Our Mission

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Income and Distribution Planning

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Social Security Maximization

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Forward Income Tax Planning

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Generational, Legacy and Estate Planning

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Healthcare Financial Planning

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Advanced Insurance Solutions

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Purposeful and Charitable Tax Planning

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Asset Protection Planning

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Advanced Business Strategies

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Life Management Planning

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Are You A Business Owner?

Because you are a business owner, there’s no room for theory in investing. Get the advanced integrated strategies you need to manage the overlapping personal and business financial opportunities that come with running a company.

Are You A Woman Investor?

Do you need advice you can trust — from an advisor who really understands? Led by our Chief Financial Strategist Crystal Oculee, author of Money Confidence: Advice for Women to Take Control of Their Financial Freedom Now, you will be provided with guidance that is unique to women’s needs.

Are You Planning Retirement or Are Already Retired?

Do you think you need to add financial strategies of the ultra-wealthy to your personal portfolio? We’ll help you manage your assets, so you can plan for the life you’ve always wanted.

Personal financial plan

Quality investment choices

Diversified risk management

TESTIMONIALS

What Our Clients Saying?

John Doe
Highly Professional

5/5

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John Doe
Highly Professional

5/5

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Leadership

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Our Production

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Latest Articles

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An Open Letter From the CEO

Striving to Protect You Against the Uncertainties of Life

We exist to help you with advanced financial solutions and strategies that will increase your net worth, protect your retirement, and give your heirs a better life.

We continually and tirelessly strive to protect you against the uncertainties of life by using an array of conservative income strategies to help stave off investment depletion while growing your savings so that you can live comfortably – the way you pictured retirement to be.

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.

 

Warm regards,

 

Rem Oculee
CEO

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Client Service (310) 824-1000 ext 4002
Appointments (310) 824-1000 ext 4001
Other Inquiries (310) 820-4411

Main Office
21250 Hawthorne Blvd Ste 500, Torrance, Torrance, CA 90503

© 2021 Confidence Wealth Management LLC. All rights reserved.

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