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.
Lake Tahoe Wealth Management, Inc. is proud to provide competent, up-to-date, objective advice to our clients. We work solely for YOU, and therefore provide unparalleled transparency, reporting, and unwavering allegiance to you. Our business model, form our legal structure to the delivery of service is designed to remove the conflicts of interest that arise in the financial industry, ensuring our allegiance is to you and not to a Third Party, such as a broker/dealer or insurance company. Our primary focus is to work by your side as your partner to empower you, help you gain clarity on and take control of your financial picture, reduce your anxiety level, and ultimately assist you in achieving your vision for your life.
When you work with Lake Tahoe Wealth Management, Inc., you can select the program that makes the most sense for your circumstances with our flexible, needs-based services. Our services address a variety of topics, including but not limited to retirement planning, education planning, trusts and estate planning, tax planning, portfolio management, retirement plan management, succession planning, and risk management.