Oak Tree Wealth Management

Financial ServicesNevada, United States2-10 Employees

Oak Tree Wealth Management is an independent financial services firm based in Incline Village, in the Lake Tahoe region of Nevada. It works with families and individuals who have achieved a level of success and seek ongoing guidance to advance their financial plans. The practice emphasizes access to an independent CERTIFIED FINANCIAL PLANNER™ professional with decades of experience to help clients work toward their financial goals.

Securities are offered through LPL Financial, a member FINRA/SIPC, and investment advice is provided through Mariner Independent Advisor Network, LLC; Oak Tree Wealth Management and these organizations are separate entities. The firm specializes in serving widows and divorcees, particularly women in transition, with the aim of improving clients' control and confidence in their financial lives, and serves clients located across the United States.

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