Oak Tree Wealth Management

Financial ServicesNevada, United States2-10 Employees

At Oak Tree Wealth Management our goal is to help you reach your goals.  It is easier to work on your goals when you have a partner to help.  In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional with decades of experience on your side?  We would like to be your long term partner helping you work towards creating a solid financial future for you and your family.

Oak Tree Wealth Management is an independent firm located in the Lake Tahoe region of Nevada.  We work with families and individuals that have reached a level of success in their lives and want a financial planner to help them move to the next level.  Our clients live all over the country.  We specialize in working with widows and divorcees.  We find that our services, especially for women in transition, help our clients have control and confidence in their financial lives.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC and Oak Tree Wealth Management, are separate entities from LPL Financial.  California Insurance Lic. #0785820.

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