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Lake Tahoe Wealth Management Inc. in Folsom

Female and male Lake Tahoe Wealth Management employees back to back with arms crossed.

101 Parkshore Dr.  |  Folsom

Lake Tahoe Wealth Management, Inc. provides deeply integrated and true fee-only 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.
  • Retirement Income and Tax Planning
  • Investment management for financial plan optimization
  • Social Security and Medicare Planning
  • Safe withdrawal strategies
In addition, every single one of our Financial Planners is a CFP® and will always act in the clients best interests.

Lake Tahoe Wealth Management, Inc. delivers our services to clients across the United States, with local Financial Planners in Nevada, California, New York, and Florida. 

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.