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
| Address | 1159 Altdorf Terrace, Incline Village, NV 89451, Carson City, NVGet directions |
|---|---|
| Phone | (775) 298-2982 |
| Website | oaktreewealth.com |
| Hours | Monday 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.
Opening hours
| Day | Hours |
|---|---|
| Monday | 9:30 AM – 5 PM |
| Tuesday | 9:30 AM – 5 PM |
| Wednesday | 9:30 AM – 5 PM |
| Thursday | 9:30 AM – 5 PM |
| Friday | 9:30 AM – 4 PM |
| Saturday | Closed |
| Sunday | Closed |
- Open evenings — no
- Open Saturdays — no
- Open Sundays — no
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