Who We Are
We’re more than financial advisors; we’re your partners in navigating the complexities of wealth management. Founded by a team with diverse backgrounds in finance, we’ve built our practice on the principles of integrity, transparency, and personalized service. We are fiduciaries and thrive on putting our clients’ interests first. With over two decades of experience, our team is uniquely equipped to manage your wealth with the care and attention it deserves.
Our Origin
Reno Tahoe Wealth Management was born from a shared vision between Peter, Dan and Carla, each bringing their unique experience to the table. Over the years, Erich, along with Sonni and Drew were brought in, adding depth with their accounting, technology, and financial journalism backgrounds. Together, they have built a practice that stands on the pillars of trust, personal connection, and a multi-generational approach to wealth management.
Our Mission
Our mission at Reno Tahoe Wealth Management is to empower our clients to navigate their financial futures with confidence. We aim to simplify the complexities of financial planning and investment management, providing clear, personalized strategies that reflect each client’s unique goals and circumstances. By fostering close, enduring relationships with our clients, we strive to be not just advisors, but partners in their financial well-being. Whether planning for retirement, managing wealth across generations, or navigating life’s transitions, our goal is to be the trusted guide by your side, every step of the way.
Our Core Values
Integrity and Transparency: At the heart of our practice is a commitment to honesty, ethical conduct, and clear communication. We believe trust is the foundation of a successful client-advisor relationship.
Personalized Service: We understand that each client’s financial landscape is unique. We dedicate ourselves to crafting customized solutions that align with your personal and financial aspirations.
Collaboration: Our team approach leverages our collective experience to benefit every client. We work together with your CPA and estate planning attorney to deliver comprehensive strategies and seamless service.
Education and Empowerment: We prioritize educating our clients about their financial options and the implications of their choices, empowering them to make informed decisions.
Community and Lifestyle: Reflecting our roots in the vibrant locales of Reno and Lake Tahoe, we embrace a lifestyle that integrates work, family, and community. We celebrate the journey of wealth management with our clients, often beyond the confines of the office, forging bonds that enrich our mutual experiences.
Young Gen Financial Literacy Program
We built a financial literacy program to help the younger generation deepen their understanding of personal finance. It’s our belief that this should be taught in school, but unfortunately it’s either not taught at all, or it’s only covered briefly. Our goal is to deepen that knowledge base, in a fun way, to help them navigate their financial future. We like to cover broad subjects such as:
- Budgeting
- Good debt vs. bad debt & credit
- Building wealth
- Major life events
