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Lake Tahoe Wealth Management, Inc. logo

Lake Tahoe Wealth Management, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Lake Tahoe Wealth Management, Inc. operates as a fee-only registered investment advisory firm within the financial services industry. Based in Folsom, California, the firm emphasizes guiding clients through wealth accumulation, transitions to financial independence, and ongoing wealth management while navigating a changing global financial landscape. The company focuses on delivering personalized, holistic strategies designed to align with clients’ unique goals and life circumstances, with a fiduciary standard upheld by CERTIFIED FINANCIAL PLANNER™ professionals. The organization presents itself as prioritizing client well-being by reducing financial concerns and fostering clarity and empowerment in financial decision-making. A noted development in its history is its 2015 merger with Lighthouse Financial Planning, effective January 1, 2016, which indicates a consolidation of practices within the region. The firm serves a professional market seeking comprehensive guidance on long-term financial planning and wealth management.

Find Lake Tahoe Wealth Management, Inc. employees' phone numbers or email addresses

Lake Tahoe Wealth Management, Inc. Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Lake Tahoe Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    P. B.
    Partner
    Phone icon
    Mobile Phone

Lake Tahoe Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Lake Tahoe Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. B.
    Partner
    Phone icon
    Mobile Phone
    May 28, 2026

Frequently Asked Questions

What is Lake Tahoe Wealth Management, Inc. known for?

Minus sign iconPlus sign iconLake Tahoe Wealth Management, Inc. was founded in 2014 operates in the Financial Services industry. Explore Lake Tahoe Wealth Management, Inc.'s company overview page for more information.

What is Lake Tahoe Wealth Management, Inc.'s most common email format?

Minus sign iconPlus sign iconLake Tahoe Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lake Tahoe Wealth Management, Inc. email formats with LeadIQ.

How many employees does Lake Tahoe Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconLake Tahoe Wealth Management, Inc. has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Lake Tahoe Wealth Management, Inc.'s key employees and leadership?

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As of July 2026, Lake Tahoe Wealth Management, Inc.'s key employees include:

  • Partner: P. B.

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