A complete list of active advisors currently associated with Lake Tahoe Wealth Management, Inc.

Warmer can help you find a great advisor at Lake Tahoe Wealth Management, Inc. or one who fits your needs even better.

Lake Tahoe Wealth Management provides integrated financial planning and investment management to individuals, families, businesses, trusts, retirement plans, and nonprofit endowments. In addition to portfolio construction and ongoing monitoring, the firm offers employer‑sponsored retirement plan design and fiduciary asset management and, for certain clients, in‑house tax preparation and filing services. The firm builds diversified portfolios primarily with mutual funds and ETFs, applying principles of Modern Portfolio Theory and documenting targets in a written Investment Policy Statement; most assets are managed on a discretionary basis while some employer‑sponsored and other accounts remain non‑discretionary. Lake Tahoe also allocates a significant portion of larger client accounts to Dimensional Fund Advisors funds and uses third‑party research and software as part of its manager selection and monitoring process, a relationship the firm discloses and addresses through its due‑diligence procedures. Distinctive operational features include ongoing tax services and a set of paid, virtual "Test Drive" educational sessions on portfolio, tax, and retirement topics, services that are less commonly provided in‑house by firms of this size. The firm is fee‑only, manages roughly $302 million (predominantly discretionary with a notable non‑discretionary component), and discloses receipt of platform research and tools from custodial providers as a potential conflict that it manages through formal evaluation standards.

To learn more about the advisors currently working at Lake Tahoe Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.