General Info

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.