Wealth management firm solutions in Tahoe City, California

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.

Rachel M Crus PC is a reputable law firm located at 210 Grove Street in the picturesque town of Tahoe City, California. Specializing in various legal services, the firm is led by experienced lawyer Rachel M Crus who is dedicated to providing top-notch legal representation to her clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, Rachel M Crus PC is committed to advocating for your best interests. With a track record of success and a strong presence in the legal community, you can trust Rachel M Crus PC to handle your legal needs with professionalism and expertise.

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.

Brown David CPA is a reputable accounting and finance institution located at 405 North Lake Boulevard in the picturesque town of Tahoe City, California, United States. With years of experience and a team of highly qualified professionals, Brown David CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, you can trust Brown David CPA to provide expert guidance and personalized solutions to help you achieve your financial goals. Visit us today and let us help you take control of your finances.

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.