Dennis J.
4/1/2019
Diane is the best! We've been using Diane Woodward for close to ten years now. She has a proven track record with us and we find her financial acumen to be on point and client focused. I really...
Oak Tree Wealth Management
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1159 Altdorf Ter
Incline Village, NV 89451
Located in the picturesque Incline Village, NV, Oak Tree Wealth Management stands as a beacon of financial guidance. With a commitment to your long-term success, they pride themselves on staying abreast of the latest trends and insights in the ever-evolving world of finance. Clients can rest assured that their dedicated team will navigate them towards the financial stability and prosperity they aspire to achieve.
As a hub of financial expertise, Oak Tree Wealth Management offers securities through LPL Financial, a trusted member of FINRA/SIPC, and investment advice through Mariner Independent Advisor Network, LLC, a reputable registered investment advisor. Emphasizing transparency and diligence, they maintain a distinct separation from LPL Financial, ensuring unbiased advice and service. Any third-party content shared on their platform is carefully vetted to uphold the highest standards of accuracy and relevance.
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Reviews
5.03 reviews
Pam S.
12/18/2017
Thank goodness for Diane Woodward! I was referred to Diane by a close friend. I'd retired early due to major spine surgery and had never really paid much attention to investment matters given my...
Nancy D.
1/7/2018
I have worked with Diane for many years and I am so grateful for her guidance and services! She is the ultimate professional and really listens to what my goals are and has created a very...
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