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 * Home
 * Who We Are
   * About Us
   * Meet the Team
   * Offices
   * Philanthropy
   * Careers
 * Our Solutions
   * Wealth Management for Individuals and Families
   * Wealth Management for Business Owners
   * Business Exit Strategies
 * Resources
   * Blog / Insights
   * Webinars
   * Guides and Reports
 * News/Media

 * Home
 * Who We Are
   * About Us
   * Meet the Team
   * Offices
   * Philanthropy
   * Careers
 * Our Solutions
   * Wealth Management for Individuals and Families
   * Wealth Management for Business Owners
   * Business Exit Strategies
 * Resources
   * Blog / Insights
   * Webinars
   * Guides and Reports
 * News/Media

(310) 824-1000
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More than a financial firm; it’s a promise.
A promise of expertise, innovation, and unwavering support. We will not just
craft financial strategies. Let's embark towards your dreams together!
ACCESS THE REPORT


DISCOVER THE CONFIDENCE WEALTH DIFFERENCE

Don't gamble with your financial future. Leverage our multi-disciplinary and
multi-advisor team approach.

Our method goes beyond entrusting your wealth to a solo advisor. We are a
comprehensive interdisciplinary team of exceptionally skilled professionals,
collaborating diligently and dedicated to your success.

PERSONAL & FAMILY
WEALTH SOLUTIONS

For individuals and families who want to protect their wealth, maximize their
potential, and create legacies for future generations

Learn More

BUSINESS WEALTH SOLUTIONS

Access wealth strategies exclusively available to business owners, established
entrepreneurs, and owner-operators.

Learn More

BUSINESS EXIT STRATEGIES

Thinking of exiting or selling your company? Explore personalized and strategic
solutions that support your business at every stage, including life beyond
ownership.

Learn More


UNLOCK A WEALTH OF OPPORTUNITIES. YOUR INTERESTS COME FIRST.

Our teams boast a rich tapestry of skills to address your financial, tax,
investment, and legal needs from all angles.

 * 100% Fiduciary
 * Staunchly Independent
 * Total Accountability
 * True Transparency
 * Boldly Innovative
 * Continuous Dialogue
 * Coordinated, Interdisciplinary Team

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 risks. Different professions
and life stages can shape your wealth strategy in unique ways. That’s why our
guidance is custom-tailored to maximize the possibilities and navigate the
challenges you encounter.

We examine your full financial picture, including the personal and emotional
components of wealth management.

Our goal is to transform your future, not just manage it.

Confidence Wealth Management is Right for You.


Imagine, a team of trusted professionals providing coordinated solutions that
address your financial situation.


The measure of a good financial plan is not when the economy is up; it’s when
it’s down.
-Rem Oculee, Founder and CEO

Personal & Family Wealth Solutions

We understand the challenges and complexities that come with managing
significant assets. We don’t see ourselves as your wealth advisors, but rather,
we are stewards of your lifelong work and legacy.

It’s taken decades to accumulate your wealth, and you are now at a crossroads,
looking for ways to pass on your legacy to future generations. You are not just
looking to preserve your wealth, but to make it grow, to make it meaningful, and
to make it last. We know it’s beyond numbers; it’s about your family’s future
and creating a life of purpose and fulfillment.

Learn More
Business Wealth Solutions

You’ve worked hard, taken risks, and invested everything to build your company
into the success it is today. However, achieving and maintaining significant
wealth in business requires a different set of skills. That’s where we come in.
Get integrated strategies that manage the overlapping personal and business
financial opportunities that come with owning a business. Learn how we can
unlock your company’s potential to help transform your wealth.

Learn More

Business Exit Strategies

Congratulations on your decision to sell or exit your business. This is a
significant milestone, and it’s an emotional journey for any business
owner. You may feel overwhelmed by the complexity of the process and the many
decisions you must make. That’s why we created the Business Exit Architecture.
We will guide you before, during, and after the sale of your company. From
minimizing taxes to maximizing the value of your business, and everything in
between, we will help translate your new assets into meaningful wealth for you
and your family. 

Learn More


MEET THE TEAM



Meet the Team


REM OCULEE

Founder and CEO

We exist to help you by using financial solutions and strategies that will
manage your net worth, protect your retirement, and transform your wealth into
meaningful moments.

We continually and tirelessly strive to protect you against the uncertainties of
life by using an array of conservative income strategies. 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.

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About 30% of family business owners have no intention of retiring, ever. And
that's not all - another 30% expect their retirement to be more than 11 years
away. Since business owners have a median age of 51, they plan to live out their
years working in their business.¹

0
Nearly a third of family businesses have no estate plan beyond a will.²

0
In a report by the Exit Planning Institute, 83% of business owners surveyed do
not have a transition plan (49%) or have a plan but it has not been documented
or communicated (34%).³


WHAT CLIENTS
SAY ABOUT US.


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John Doe


STAY CONNECTED



It’s more important than ever to stay informed. Get valuable and timely content
on a wide range of topics that matter to you.




MORE INSIGHTS: EXPLORE THESE INFORMATIVE READS




SELLING YOUR BUSINESS: WHY COMPREHENSIVE EXIT PLANNING IS SO IMPORTANT

Read More »


4 POWERFUL TAX STRATEGIES TO REDUCE YOUR TAX BILL WHEN SELLING YOUR BUSINESS

Read More »


EXIT PLANNING: A COMPREHENSIVE GUIDE TO CRAFTING YOUR EXIT STRATEGIES

Read More »


8 ESSENTIAL TIPS BEFORE SELLING YOUR BUSINESS

Read More »
Read Blog

Connect with us:

 * (310) 820-4411
 * ask@icwm.com
 * Request a meeting

 * Personal & Family Wealth Management
 * Business Exit Strategies
 * Business Wealth Management
 * Meet the Team

 * Blog and Insights
 * Media and News
 * Webinars
 * Guides and Reports

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STAY INFORMED - JOIN OUR LIST!



© 2023 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.

1,2Cornell, SC Johnson College of Business, Family Business Facts  3 Exit
Planning Institute, “State of Owner Readiness” Survey

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