- 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.
Confidence Wealth's Private 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.
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.
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 private wealth management 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.