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Confidence Wealth Management Inc. BBB Business Review

Confidence Wealth Management Inc. has been accredited by the Better Business Bureau of Los Angeles & Silicon Valley since April 22, 2016, and holds a BBB rating of A+ as of the date shown on the seal above. BBB ratings are based on information BBB obtains about the business, including information reflected in the BBB Business Profile, which generally covers a three-year reporting period, and are subject to change. BBB accreditation requires payment of annual dues. Neither BBB accreditation nor the BBB rating constitutes an endorsement or recommendation of CWM's investment advisory services.

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Investment Advisory Services are offered through Confidence Wealth Management, Inc. (“CWM”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Confidence Wealth Management, Inc. and Confidence Wealth & Insurance Solutions, Inc. (“CWIS”) are separate affiliated companies. CWM provides investment advisory services only. Insurance products and services are offered through CWIS. For important information about CWM’s services, fees, and conflicts, please review CWM’s Form ADV Part 2A 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. CWM 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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