Estate planning advisor in Tahoe City, California

Lake Tahoe Wealth Management, Inc. is a finance institution located at 101 Parkshore Drive in Folsom, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to learn more about how Lake Tahoe Wealth Management, Inc. can help you secure your financial future.

Jonathan A Lucas is a financial advisor at Ameriprise Financial Services, LLC located at 2690 Lake Forest Road in Tahoe City, California, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jonathan is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management. With his extensive knowledge and expertise in various areas of finance, Jonathan is committed to helping his clients achieve their financial goals and secure their financial future.

Sapphire Law Group is a unique law firm located at 111 Woodmere Road in Folsom, California. Our firm prides itself on providing exceptional legal expertise while building personalized relationships with each client. Inspired by the wisdom and protection symbolized by sapphires, our team is committed to serving the communities of Folsom, El Dorado Hills, Granite Bay, Truckee, North Tahoe, and South Orange County. Specializing in estate planning, business planning, and trust and estates services, Sapphire Law Group offers comprehensive legal solutions to protect assets and ensure a smooth transfer of wealth. Our experienced attorneys tailor each document to meet the unique needs of our clients, whether they are creating estate plans, forming entities, or managing complex real estate and business assets.

World Financial Group is a renowned finance institution located at 3838 Lake Tahoe Boulevard in South Lake Tahoe, California, United States. Specializing in financial services and wealth management, World Financial Group offers a wide range of products and solutions to help clients achieve their financial goals. With a team of knowledgeable and experienced professionals, the institution is dedicated to providing top-notch financial advice and assistance to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or secure your financial future, World Financial Group is committed to helping you navigate the complex world of finance with confidence and ease.

Sapphire Law Group is a unique law firm located at 12242 Business Park Drive in Truckee, California. Our team of experienced attorneys combines personalized relationships with superior legal expertise to provide exceptional service to our clients. Inspired by the wisdom and protection symbolized by the sapphire stone, our firm is committed to serving the communities of Truckee, North Tahoe, and South Orange County. Specializing in estate planning, business planning, and trust and estates services, Sapphire Law Group offers comprehensive legal solutions to protect assets and ensure a smooth transfer of wealth. Our attorneys work closely with clients to create tailored estate plans, assist with business formation, contracts, and asset protection, and handle the administration and distribution of estates.

Wulstein Financial Services and Company is a reputable accounting and finance institution located at 965 Tahoe Keys Boulevard in South Lake Tahoe, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and investment management. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses looking to achieve their financial goals.

Abelow Pratt & Associates is a reputable finance institution located at 3079 Harrison Avenue in South Lake Tahoe, California. With a strong focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Abelow Pratt & Associates is committed to providing top-notch solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.

Raintree Financial is a finance institution located at 6921 North Lake Boulevard in Tahoe Vista, California, United States. Specializing in a wide range of financial services, Raintree Financial offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raintree Financial is committed to providing top-notch service and guidance to clients in the Lake Tahoe area and beyond. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Raintree Financial is dedicated to helping you secure a prosperous financial future.

H&R Block is a renowned accounting and finance institution located at 1068 Emerald Bay Road in South Lake Tahoe, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a small business owner, H&R Block is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals. Visit us today and let us help you navigate the complexities of taxes and finances with ease.