Lake Tahoe Wealth Management

Lake Tahoe Wealth Management, Inc. is a fee-only wealth management firm. We specialize in providing holistic, integrated financial planning, tax planning, and investment management services to individuals, families, businesses, trusts, and retirement plans. Our office location was constructed with your convenience and privacy in mind….on your home computer, facilitated by secure modern technology.

When you meet with us, you can say goodbye to traffic, parking hassles, poor weather, waiting rooms, and stuffy, uncomfortable offices. Instead, you will enjoy a virtual meeting in the comfort of your home, and all of your planning and portfolio information are at your fingertips at any time….no more waiting to talk to your advisor to check on your financial status. Lake Tahoe Wealth Management, Inc. prides itself in providing clients the highest level of service, convenience, support, education, and financial empowerment.