Alpine Asset Management LLC

Alpine Asset Management LLC is an independent investment advisor based in South Lake Tahoe. We help clients coordinate their finances, manage their investments, and achieve their goals. If you're looking for objective, straightforward financial planning and investment advice, you've come to the right place. Financial Planning Unsure if you're saving enough for retirement? Wish you had someone who could provide objective financial advice? At Alpine Asset Management you'll partner with a trusted advisor who can help you plan for the future, and navigate important financial decisions. Your benefits will include: Objective, straightforward advice from an advisor focused on providing service for you, not selling to you. Personalized recommendations with clear and manageable action steps. Access to advanced financial planning software for a complete picture of your financial life. Investment Management When it comes to investing, your natural reactions can lead you astray. Economic, political, and market events can cause you to overthink, overreact, and at times, feel overwhelmed. At Alpine Asset Management, we'll create and manage a personalized investment portfolio based on your needs and objectives, and we'll serve as an emotional circuit breaker so you don't abandon a well thought out plan. Your benefits will include: A personalized portfolio based on your return objectives, risk tolerance, and investment horizon. An expert advisor to help guide you through the market's highs and lows. Periodic rebalancing to keep your portfolio on track. Tax loss harvesting to minimize your tax burden. We offer a complementary, no-obligation introductory meeting to see if we're the right advisor for you. If you live outside of the Reno/Tahoe area, we would be happy to work with you virtually through email, telephone, and video conference. Getting started is easy.

Address: 295 US HWY 50, Suite 12, Stateline, NV 89449, USA

Phone: +1 775 339 8046
FAX: