Lake Tahoe Wealth Management, Inc.

Lake Tahoe Wealth Management, Inc. provides deeply integrated and true fiduciary wealth management services to our clients. We specialize in providing holistic financial planning and investment management services to individuals, families, businesses, trusts, and retirement plans. Lake Tahoe Wealth Management, Inc. delivers our services to clients across the United States, with local advisors in Nevada, California, New York, and South Carolina. To help you find the right Advisor for you and your needs, OUR TEAM biographies include specialties and who each Advisor best serves. We are location independent. Due to our investment in technology, we have the ability to work with you virtually irrespective of your location as long as you have an internet connection. Of course, you are also welcome to meet with us in our “brick and mortar” operational office in Folsom, California, or wherever you and your Advisor agree to meet. Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

Address: P.O. BOX 366, Zephyr Cove, NV 89448 United States

Phone: +1 855 515 5896
FAX: +1 877 810 5027