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Oak Tree Wealth ManagementFinancial advisor in Carson City, NV

Oak Tree Wealth Management is a financial advisor at 1159 Altdorf Terrace, Incline Village, NV 89451. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Carson City, NV0 paid placements in any rankingHow we rank

Key facts

Key facts about Oak Tree Wealth Management
Address1159 Altdorf Terrace, Incline Village, NV 89451, Carson City, NVGet directions
Phone(775) 298-2982
Websiteoaktreewealth.com
HoursMonday to Thursday: 9:30 AM – 5 PM; Friday: 9:30 AM – 4 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Carson City and 2 towns within 25 miles: Reno and Sparks.

Based in Carson City, NVView on map

Opening hours

Opening hours for Oak Tree Wealth Management
DayHours
Monday9:30 AM – 5 PM
Tuesday9:30 AM – 5 PM
Wednesday9:30 AM – 5 PM
Thursday9:30 AM – 5 PM
Friday9:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oak Tree Wealth Management

What are Oak Tree Wealth Management’s hours?

Oak Tree Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 9:30 AM – 5 PM; Friday, 9:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oak Tree Wealth Management serve?

Serves Carson City and 2 towns within 25 miles: Reno and Sparks. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Oak Tree Wealth Management?

Call Oak Tree Wealth Management on (775) 298-2982. The business is at 1159 Altdorf Terrace, Incline Village, NV 89451, Carson City, NV. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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