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Confidence Wealth Management

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United States
Torrance, CA
Confidence Wealth Management

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Confidence Wealth Management is a registered investment adviser. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, o

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01/02/2026

As we welcome 2026, we’re grateful for the trust and partnership of our valued clients.

Thank you for being part of our journey these past years.
Wishing you and your loved ones a happy, healthy, and fulfilling new year!

06/15/2025

Happy Father's Day to all the incredible dads out there.
Your wisdom, guidance, and endless support shape the next generation.
Today and every day, we appreciate everything you do. 🙏

04/10/2025

Want to raise financially savvy kids who understand budgeting, saving, and investing? In this video, Crystal Oculee, Chief Financial Strategist at Confidence Wealth Management, shares actionable strategies for teaching kids essential money skills.

Empower your kids to make smarter financial decisions and avoid common money pitfalls. Start building their confidence in handling finances today!

https://icwm.com/webinar/

Don’t forget to like, subscribe, and share your tips for teaching kids about money in the comments below.

12/06/2024

🌟🎄 Join Us for a Virtual Holiday Fun Night! 🎄🌟

Season’s Greetings, Confidence Wealth Family!
This holiday season, get ready for an evening of joy, laughter, and thrilling prizes! Our Virtual Holiday Family Fun Night is coming soon!

🗓 When: Wednesday, December 11th, 2024
⏰ Time: 4:00 PM PT
📍 Where: Online (RSVP for your Zoom link!)

✨ Special Guest: Jeff Civillico!
Get ready to experience a high-energy Las Vegas show from the comfort of your home! 🎭 Jeff Civillico, Vegas superstar and award-winning entertainer, will bring his hilarious comedy and jaw-dropping tricks to our virtual stage.

🎁 Prizes Up for Grabs:
MacBook 💻
iPad 📱
3 - $100 gift cards
This unforgettable night is our holiday gift to YOU! 🎁 Gather your loved ones, grab your cocoa, don your ugly sweater, and let’s create some magical memories together.

Don’t wait - RSVP NOW! Check your email for the RSVP link. Didn’t receive it? Contact your advisor.

Feel the holiday cheer with family, friends, and your Confidence Wealth team. 💖Let’s make this holiday season unforgettable!
🎉

12/04/2024

🎉 Mark Your Calendars for Confidence Wealth’s Virtual Holiday Family Fun Night!

A night of joy, laughter, and amazing surprises!

📅 When: Wednesday, December 11, 2024
⏰ Time: 4:00 PM PT
📍 Where: Online (RSVP for your Zoom link!)

Special Highlights:
🎙️ Award-winning entertainer Jeff Civillico – Las Vegas Headliner!
🎁 Exciting prizes, including a MacBook & iPad!
🎉 Celebrate the season with loved ones and your Confidence Wealth community.

This event is exclusively for Confidence Wealth’s clients! If you are already a client, check your email for an invite and RSVP link. Not sure you got it? Reach out to your advisor for help.

Let’s make this holiday season unforgettable!

🎄🎁

11/27/2024

🎉 Save the Date! Confidence Wealth’s Virtual Holiday Family Fun Night 🎁

Get ready for an unforgettable evening of fun, laughter, and prizes! Join us on Wednesday, December 11th, 2024, at 4:00 PM PT for our Confidence Wealth Virtual Holiday Family Fun Night! 🌟

Featuring the incredible Jeff Civillico, a high-energy entertainer winning accolades such as “Entertainer of the Year” known for his award-winning blend of comedy, juggling, and audience interaction, this event is sure to spread joy and leave you smiling.

Plus, don’t miss your chance to win amazing prizes like a MacBook and iPad! 🎁 This event is exclusively for Confidence Wealth’s clients! If you are already a client, check your email for an invite and RSVP link. Not sure you got it? Reach out to your advisor for help.

📅 RSVP now to secure your spot and Zoom link. Let’s make this holiday season unforgettable together! 🎄✨

09/29/2023

📈 Unlock the Best Ways to Minimize Taxes When Selling Your Company! 📈

Are you thinking about selling your business? The decision can be a significant life milestone but navigating through taxes can feel like a maze. This video breaks down the ins and outs of making a tax-efficient exit from your company.

📝 What You'll Learn:

💼 Installment Sales: A strategic tax plan that helps you spread out the tax burden over time.

🎯 Internal Sales & Tax-Deferred Accounts: How to sell your business internally while minimizing taxes.

💡 Charitable Giving & Tax Benefits: Strategies to offset your tax liability while doing good.

👨‍👩‍👦 Family Limited Partnership: Keeping the business in the family while reducing tax costs.

📚 Additional Resources:

Read our comprehensive guide on tax strategies for business exits: https://icwm.com/business-exit-strategies-plans/exit-planning-a-comprehensive-guide-to-crafting-your-exit-strategies/

🔥 Enjoyed the Video?

Don't forget to like, subscribe, and share this video with fellow entrepreneurs to help them with their exit!

Have questions? Connect with us.
Call/Text: (310) 820-4411
Email: [email protected]
Website: https://icwm.com

Follow us on social media!
https://www.youtube.com/channel/UCYq8cMQEvGRvqwKWO1vctog
https://www.facebook.com/confidencewealth/
https://www.linkedin.com/company/confidence-wealth/
https://twitter.com/confidencewm
https://www.instagram.com/confidence.wealth/

09/28/2023

Are you thinking about selling your business? This decision marks a pivotal moment in any entrepreneur's career. Yet, the process can be fraught with uncertainties and complexities. This video lays down six indispensable tips you absolutely must know to sell your business successfully and for maximum profit.

🎯 In This Video, You Will Learn About:

💪 Assembling the Right Team: Learn how an exit architect and a dream team of professionals can guide you.

🎁 Estate Tax and Gifting Exemption: How to transfer stock and assets to benefit from existing tax exemptions.

🏦 States without Income Taxes: Transferring assets to tax-friendly jurisdictions like South
Dakota and Nevada.

🏢 Leveraging Company Structure: Use your company's legal structure for beneficial tax treatment.

🤝 Employee Buy-in: Why it's crucial to involve your staff and how to do it right.

⏰ Timing the Sale: When you should—and shouldn't—wait for the "perfect" time to sell.

📚 Additional Resources:

Comprehensive guide to business exit strategies: https://icwm.com/business-exit-strategies-plans/exit-planning-a-comprehensive-guide-to-crafting-your-exit-strategies/

🔥 Enjoyed the Video?

Don't forget to like, subscribe, and share this video with fellow entrepreneurs to help them with their exit!

Have questions? Connect with us.
Call/Text: (310) 820-4411
Email: [email protected]
Website: https://icwm.com

Follow us on social media!
https://www.youtube.com/channel/UCYq8cMQEvGRvqwKWO1vctog
https://www.facebook.com/confidencewealth/
https://www.linkedin.com/company/confidence-wealth/
https://twitter.com/confidencewm
https://www.instagram.com/confidence.wealth/

09/11/2023

🇺🇸 Today, we remember the events of September 11, 2001, a day that forever changed our nation. We honor the 2,977 lives lost, the families affected, and the heroes who stepped forward in a time of crisis.

09/08/2023

🔥 The Ultimate Guide to GRAT & GRUT for Family Business Succession Planning 🔥

Business owners, are you ready for succession? Understanding the power of Grantor Retained Annuity Trust (GRAT) and Grantor Retained Unitrust (GRUT) can be your key to tax-efficient transition. In this video, we explore these options in-depth.

📝 What You'll Learn:

🌟 GRAT Explained: The ins-and-outs of how a GRAT works, its tax advantages, and its limitations.

🌟 GRUT Unveiled: How a GRUT differs from a GRAT, and what you need to know.

🌟 Tax Implications: How to navigate the tricky waters of federal gift and estate taxes with GRAT and GRUT.

🌟 Implementation Steps: The legal procedures and necessary steps to activate these trusts.

👨‍👩‍👦 Who Should Watch:
- Business Owners
- Family Business Owners
- Successors

📚 Recommended video:
- Business Succession Planning: facebook.com/964310894872171

🔒 Downloadable Freebies:
- GRAT & GRUT Comparison Sheet
- Tax Benefits Breakdown for Family Business Succession
- Gift Tax Return Checklist

Download Them Here: (LINK)

🔔 Don't Forget to Subscribe: For more invaluable insights into succession planning and family business.

09/07/2023

🔥 Your Family Business Depends on This: Mastering Succession Planning 🔥

Navigating the complex waters of succession planning for your family business? In this comprehensive guide, we're tackling the most critical issues around planning your exit and ensuring a seamless transfer of your business.

In this video, you will learn:

🛠️ Estate Planning Tools: From GRATs to Buy-Sell Agreements—choose the best for you!

💰 Protecting Your Assets: Learn how to guard against massive tax hits!

🎯 Strategies to Minimize Taxes: Make sure your successors don't pay a dime more than necessary!

👨‍👩‍👧‍👦 Who Should Watch:
- Family Business Owners
- Potential Successors

📋 FREE Resources Just for You:
- Planning for Succession Flowchart
- Business Succession Planning Alternatives
- Business Succession Comparison Chart
- Overview of Buy-Sell Agreement Forms

Download them for FREE:

📺 Recommended Videos:
- Deep Dive into GRATs and GRUTs:

🔔 Don't forget to subscribe for more invaluable insights into succession planning and family businesses!

08/24/2023

🌴 Embrace the heart of Hawaii and support Maui's wildfire recovery at our Charity Hawaiian Concert 🔥 Join us tonight - Thursday, August 24th at 6pm PT and enjoy an hour of music, dance, and unity. Details at https://icwm.link/maui 🕊️

Address

21250 Hawthorne Boulevard Ste 500
Torrance, CA
90503

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Website

https://icwm.com/

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