Katz Wealth Advisors

Traverse Wealth Management is a leading financial services firm based at 2690 Lake Forest Road, Suite 2F, Tahoe City, CA 96145. Their services include customized financial planning, wealth management, retirement planning, and risk management, they offer personalized financial solutions to meet the unique needs of individuals and businesses. Committed to exceptional service and long-term client relationships, Traverse Wealth Management helps clients confidently navigate their financial futures. For more information or to schedule a consultation, contact them at (650) 401-2282.

Wealth Architects is a multidisciplinary advisory firm. Our role is to help our clients to achieve what matters most to them. We do this in part through constant study and review of the complex challenges that individuals, families and businesses face as they manage their wealth and financial affairs in a world where ‘certainty’ is a rare commodity. We work closely with each of our client families to help them to accumulate, preserve, grow and transfer their wealth.

At MC2 we strive to provide the investment guidance each client needs, creating personalized strategies, evidence-based recommendations, and education on the latest investment opportunities, financial laws and regulations. We work with our clients to develop a customized comprehensive plan to achieve long-term financial goals and bring clarity to complex situations.