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Financial Peace of Mind
Lake Tahoe Wealth Management, Inc. provides fully integrated wealth accumulation and management services. We are fee-only and provide advisory services in line with the fiduciary standard required the CFP Board of Standards and the Securities and Exchange Commission (SEC).
We specialize in providing holistic financial planning and investment management services to individuals, families, businesses, trusts, and retirement plans.
Lake Tahoe Wealth Management, Inc. serves clients across the United States, with local offices in Nevada, California, New York, and Florida. More specifically, we serve clients in: Sacramento, Folsom, Auburn, Placerville, Roseville, Elk Grove, South Lake Tahoe, Kings Beach, Incline, Melbourne, Mt. Pleasant, Wilmington, Charolette, Pittsford, Rochester, the Finger Lakes area.
We are location independent. We have the ability to work with you virtually anywhere in the United States as long as you have an internet connection.
Our Services
We aim to elevate financial peace of mind and your overall wellbeing. That begins with having an understanding of your current situation and a solid financial plan, built to withstand a wide variety of economic and financial situations. But there is more to it than having a plan in place. Our best work comes when we co-create with our clients, when we explore possibilities and reveal otherwise hidden opportunities. The exploration and revealing allows us to help you take it to a higher elevation.
What Is a Fiduciary?
A trusted advisor who has made a commitment to putting your interests first. An advisor who doesn’t adhere to the fiduciary standard may make recommendations that may not be in your best interest.
All CFP® practitioners are held to a fiduciary standard and our team of advisors is made ENTIRELY of CFP® practitioners.
News & Notes
Keep up with our articles and company updates.
Anything from personal finance, behavioral economics, market updates, and other interesting topics.
All of the articles are written by our team of professionals.
We take the stress out of financial planning. With virtual meetings, you can say goodbye to traffic, parking hassles, and poor weather.
For the convenience of our clients we also have brick and mortar offices in the locations below.
Our philosophy
Our philosophy is simple. We want to be your thinking partner 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.
As there are many factors that may change in your situation or the environment, it is 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.
Fee-Only Financial Planning
Lake Tahoe Wealth Management is a registered investment advisory firm. As such we are a fee-only firm. That means we don’t earn commissions or kickbacks for making recommendations to you. We are solely compensated by our clients and the fees they pay to us.
Additionally, we are a proud member of the National Association of Personal Financial Advisors (NAPFA)
If you would like to see how these fees play out please take a look at our Price and Services tab.
We disclose all of our fees as we believe that transparency is key to building client trust.
