Torrance, CA 90503
Since 1990, our founder and CEO Rem Oculee has been in the
financial and investment industry. After many years of
research and extensive advanced work in the equities markets
and equities trade backtesting, he founded what is now
Confidence Wealth Management. Today, the firm has a stellar
industry reputation with over 35 years of combined advisor
experience, with a dedicated concierge team and personnel.
Furthermore, our clients at Confidence Wealth & Insurance
Solutions have entrusted us with over $100 million of their
Confidence Wealth has built its entire infrastructure based on
two major principles: helping our clients with advanced
planning strategies and connecting them with some of the
strongest, most powerful and prestigious financial
organizations in the world.
Initially privileged to the ultra-wealthy and institutional
money managers, we have leveraged our deep-rooted
relationships to bring those high-quality connections to you.
In doing so, we give our clients access to some of the
strongest, exclusive and prestigious multi-billion-dollar
financial organizations, and many of the benefits that come
with it. We level the playing field so you have a direct link
to some of those top-tier institutional products and services,
and receive the quality you deserve.
Through our long-standing relationships, we diligently work
with these exclusive institutional money managers to ensure
your best interest is carried through. Extensive research is
done to find the best suited investment strategy, and through
it all, we continue to perform our due diligence to ensure it
is up to par for our clients' needs.
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Consultation with an experienced, qualified financial adviser is recommended before investment. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based 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 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. Also, the Form ADV Part 2A for Confidence Wealth Management contains detailed disclosures regarding our services and fees, along with applicable conflicts and how we address such conflicts. A copy of our Form ADV can be obtained by calling (310) 824-1000. Confidence Wealth Management (CWM) and Confidence Wealth & Insurance Solutions (CWIS) are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not sell any insurance products.