Oak Tree Wealth Management Employee Directory

Q: What is Oak Tree Wealth Management known for?

Oak Tree Wealth Management was founded in 2008. Oak Tree Wealth Management operates in the Financial Services industry.

Q: How many employees does Oak Tree Wealth Management have currently?

Oak Tree Wealth Management has approximately 3 employees.

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.

Find Oak Tree Wealth Management employees' phone numbers or email addresses

Oak Tree Wealth Management Global Highlights

North America
4

United States Of America
4

Oak Tree Wealth Management's Leadership

M. S.
Chief Executive Officer
Mobile Phone
Email

Oak Tree Wealth Management Employee Metrics

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Contact profiles from Oak Tree Wealth Management

Name

Title

Contact Info

Location

Last Update

M. S.
Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Oak Tree Wealth Management known for?

Oak Tree Wealth Management was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 1159 Altdorf Terrace Incline Village, Nevada 89451 United States; you can contact the main corporate office by phone at

+1-925-275-****

. Explore Oak Tree Wealth Management's company overview page for more information.

What is Oak Tree Wealth Management's most common email format?

Oak Tree Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oak Tree Wealth Management email formats with LeadIQ.

How many employees does Oak Tree Wealth Management have currently?

Oak Tree Wealth Management has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Oak Tree Wealth Management's key employees and leadership?

As of February 2026, Oak Tree Wealth Management's key employees include:

Chief Executive Officer: M. S.

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