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.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1159 Altdorf Terrace, Incline Village,nevada 89451,united States
- Phone
- +1 775 298 2982
- di****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- oaktreewealth.com
- Keywords
- Financial Planning, Investments, Insurance, Retirement Income, Social Security Planning, Women In Transition, Widows, Divorcees.
- HQ
- Incline Village, Nevada
Oak Tree Wealth Management Questions
Oak Tree Wealth Management's helpline number is +1 775 298 2982
Oak Tree Wealth Management's website is oaktreewealth.com
Oak Tree Wealth Management's LinkedIn profile is https://www.linkedin.com/company/oak-tree-wealth-management
Oak Tree Wealth Management has
3 employees.
View email and phone details for 3
employees at Oak Tree Wealth Management.
Oak Tree Wealth Management's industry is
Financial Services
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Oak Tree Wealth Management's support email address is diane@oaktreewealth.com
Oak Tree Wealth Management's categories are Financial Services
Oak Tree Wealth Management's founding year is 2008
