About Us
Who is
Confidence
Wealth Management?
Founder Rem Oculee wanted to build a firm based on
- conservative asset management principles
- strategies in the area of taxation, estate planning, and business financial strategies that go beyond just investment planning
In 2002, he created Confidence Wealth Management, a sophisticated Private Wealth Management firm that specializes in what we consider to be next-level, advanced strategies and solutions to protect and prudently grow your wealth in the areas of:
- tax reduction strategies
- distribution phase retirement planning
- tax-efficient income distribution
- legacy planning
- wealth protection and growth
- business taxation strategies
- exit planning solutions
- legal strategies to protect your assets from frivolous lawsuits
We’ve partnered with institutions to bring you many of their beneficial levels of expertise.
Our framework integrates varying degrees of investment, tax and legal disciplines — facilitating a comprehensive, effective and seamless financial roadmap.
We are the antithesis of plans that are stitched together by different professionals, which leads to disjointed execution.
We have seen many instances where financial plans fail when there is a lack of coordination between different professionals in their respective areas.
Many financial advisors focus on investment planning; that’s what they specialize in. And that’s great.
However, we pride ourselves in specialization — in what we consider to be next-level private wealth management. We create holistic multi-dimensional, carefully crafted plans.
However, to experience our next-level private wealth management, you need holistic multi-dimensional planning — a comprehensive planning process designed to address the many (and often complex) financial issues you face.
Our comprehensive, holistic planning involves the highest integration of many aspects of your life — and is intended to work in unison to plan towards your optimized financial world.
It’s not about pre-packaged financial plans that focus on financial products only. It is about planning many aspects of your net worth, retirement, tax, and generational planning using what we consider to be higher level planning that takes into account your entire financial picture.
The roadmap we’ll design for you goes far beyond the typical portfolio and asset management and into the realm of your most important values, relationships, and purpose goals. Wealth planning done right is grounded in YOU, including what you need and want for the people you love, the community you live in, and the charities you care about.
The Confidence Wealth Management Framework
Why Your Optimal Financial World Matters.
The Human Element
from Product Orientation → to Personal Solutions
We focus on deeply understanding you and align your priorities into your wealth plan for an effective, next-level planning.
Systematic Processes
from Haphazard → to Methodical
We identify and address possible mistakes, find opportunities that may have been overlooked and ensure that you are constantly up-to-date.
Cohesive Team
from “I know someone” → to Coordinated Elite Professionals
We believe in tapping into the collective brainpower of our team and our network of experienced professionals. In doing so, we deliver specialized financial plans, and provide efficient and cost-effective access to the latest solutions and strategies.
We are fiduciaries.
But being a fiduciary is second to our internal ethical compass.
fi·du·cia·ry | \ fə-ˈdü-shē-ˌer-ē, -shə-rē, -ˈdyü-, fī- \
: of, relating to, or involving a confidence or trust: such as
a : held or founded in trust or confidence
// a fiduciary relationship
b : holding in trust
c : depending on public confidence for value or currency
// fiduciary fiat money
How are we different from others?
If you had the choice, it’s likely you’d pick only experienced wealth advisors to work with for any and all of your situations. However, the truth is, many investors just like you and families like yours aren’t currently getting what you need and deserve. If you feel you’re in the dark, you wouldn’t be the first. Many aren’t sure if they’re getting the best solutions available for their financial situations.
Focusing only on financial products can be counterproductive. And more often than not, some professionals, while well-meaning, overlook their clients’ purpose and intention behind their wealth. That doesn’t necessarily make them bad. It is the niche they fill in the market place, and certainly it’s good for some people, but there are those who need and want comprehensive planning.
As private wealth management advisors, we believe that you can’t get meaningful results without truly understanding a person at their core.
We strive to understand each of our clients on a deep, personal level — a level that goes way beyond just the numbers and investments.
Intricate coordination of customized solutions, and creating synergies, are key to our ability to provide outcomes that can be beneficial for you and your family. We employ systematic processes for you to help find possible gaps in your wealth plan.
We are able to accomplish this because we’re built to:
- Check for potential failures. We will check for any planning inconsistencies and possible failure points you may not be aware of in order to eliminate or reduce their impact on your situation.
- Identify opportunities. We are consistently on the lookout for any missed opportunities that we can take advantage of and help you decide if they’re a good idea to pursue.
- Continuously improve. We review your current plan in place and check if they are up-to-date.
Let's talk about optimizing your financial world.
We believe you can transform your wealth into meaningful moments, which may include taking care of your family, contributing to the causes that are important to you, and making a positive difference in the world.
We also believe that you can transform your wealth into meaningful moments effectively and with less effort.
Chances are, you got to where you are today by working smart and hard. Now is the time to apply your drive and foresight to planning for your future and managing your wealth proactively.
© 2022 Confidence Wealth Management LLC. All rights reserved.
Investment Advisory Services offered through Confidence Wealth Management LLC, an SEC 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.