Our world is full of choices and technical jargon that makes selecting investments difficult. 

I will let you in on a little secret... a lot of this is unnecessary for the everyday person. 


That is why we keep investing simple. 

Portfolios that are made up of low-cost funds, trading is kept to a minimum, and re-balancing is done as needed to keep your portfolio in line with your goals.



Every dollar has its purpose,

therefore every investment should have a plan. A plan is the foundation of all financial decisions made.

Investing is
Not a Competition

The goal is to keep your buying power up to speed. We are not trying to compete with the Joneses, we are focused on YOUR future.

Discipline & Patience

The discipline to save. The patience to stomach the ebbs and flows of the market. The patience to get where you want to go.

Ready to Get Started?
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Wealth of Confidence, LLC (“WOC”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WOC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. 

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