Confidence Wealth Management

Using advanced solutions and strategies to help grow your net worth

General Information
Company Name
Confidence Wealth Management
Founded Year
2002
Location (Offices)
Henderson, United States +3
Founders / Decision Makers
Number of Employees
28
Industries
Financial Services, Insurance
Funding Stage
-
Social Media

Confidence Wealth Management - Company Profile

Confidence Wealth Management (CWM) is a leading financial services and insurance firm founded in 2002 by CEO Rem Oculee. With over 35 years of combined advisor experience, the company prides itself on using advanced solutions and strategies to help grow clients' net worth.

The firm's infrastructure is built on the principles of advanced planning strategies and strong connections with prestigious financial organizations. Initially serving the ultra-wealthy and institutional money managers, CWM has expanded its reach to provide high-quality connections and exclusive access to multi-billion-dollar financial organizations for a wider client base.

As an SEC registered investment adviser, CWM leverages its long-standing relationships with institutional money managers to ensure the best investment strategies for its clients. The company's dedication to due diligence and research sets it apart, offering clients the quality and direct link to top-tier institutional products and services.

Confidence Wealth Management LLC (CWM) is an SEC registered investment adviser, while Confidence Wealth & Insurance Solutions LLC (CWIS) provides insurance products and services licensed under the Nevada Department of Insurance, license no. 3647322. CWM and CWIS are two separate affiliated companies, providing investment advisory services and insurance products, respectively.

Overall, Confidence Wealth Management's dedication to advanced strategies and strong industry relationships make it a formidable player in the financial services and insurance industries, offering clients access to exclusive opportunities and top-tier services. Learn more at CWM website.

Taxonomy: Wealth Management, Financial Planning, Investment Strategies, Institutional Money Management, Relationship-Based Investing, Exclusive Financial Products, Due Diligence, Personalized Investment Services, Concierge Team, High Net Worth Individuals, Insurance Solutions, Advanced Planning Strategies, Equities Trade Backtesting, Financial Infrastructure, Prestigious Financial Organizations

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