What We Do For You - Confidence Wealth Management

(310) 824-1000

With Over 70 Years of Combined
Advisor Experience

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With Over 70 Years of Combined
Advisor Experience

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- Our Meeting Process
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- Our Offices
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What We Do For You

October 7, 2015by Confidence Wealth

Protect Your Principal

Protect/Grow Your Retirement Income

Reduce Your Investment Fees

Optimize Your Financial Plan

Reduce Your Investment Taxes

Reduce Your Inheritance Taxes

Maximize Your Social Security Benefits

Plan For Your Health Care Costs

Blog Posts

Elite Wealth Planning: What It Is And Why It Matters
3 Mistakes to Avoid in Retirement Planning
Long-Term Care: Should I Insure or Self-Fund?
July 15 Due Date Approaches for Federal Income Tax Returns
How Secure Is Social Security?

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

Terms of Service| Privacy Policy

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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