Lake Tahoe Wealth Management, Inc.

Deborah Grose is a CFP® professional with 16 years of experience in financial advising. She has been with Lake Tahoe Wealth Management, Inc. since 2016 and previously worked at Tbffp, Inc. from 2013 to 2016. Lake Tahoe Wealth Management provides holistic financial planning and investment management services to a diverse client base, including individuals, families, businesses, trusts, retirement plans, foundations, and endowments. The firm emphasizes written Investment Policy Statements and modern portfolio theory, primarily using mutual funds and ETFs, while offering in-house tax preparation and fee-based educational sessions.

Ethan Green is a CFP® professional with nine years of industry experience, currently serving at Lake Tahoe Wealth Management, Inc. since 2016. He is also involved with Northern Sierra Swimming, a nonprofit youth sports organization, where he coaches and manages administrative and financial duties. Lake Tahoe Wealth Management provides comprehensive financial planning and investment management to a diverse client base, including individuals, families, businesses, and institutions. The firm emphasizes portfolios built around written Investment Policy Statements and modern portfolio theory, offering services such as integrated wealth management, retirement plan design, fiduciary oversight, and in-house tax preparation.

Ian Brauer is a CFP® professional with Lake Tahoe Wealth Management, Inc. in Minneapolis, MN. He has been with the firm since 2023 and has prior experience working in educational and service industry roles. Lake Tahoe Wealth Management provides holistic financial planning and investment management to individuals, families, businesses, trusts, retirement plans, foundations, and endowments. The firm emphasizes written Investment Policy Statements and modern portfolio theory, primarily using mutual funds and ETFs, and offers integrated wealth management along with in-house tax preparation and fee-based educational sessions.

Timothy Sallade is a CFP® and CFA® with nine years of industry experience, currently serving at Lake Tahoe Wealth Management, Inc. since 2014. He is based in Melbourne, FL, and works alongside two other advisors at the firm. Lake Tahoe Wealth Management provides holistic financial planning and investment management to individuals, families, businesses, trusts, retirement plans, foundations, and endowments. The firm emphasizes written Investment Policy Statements and modern portfolio theory, primarily using mutual funds and ETFs, while offering integrated wealth management, fiduciary oversight, and select tax preparation services.

Michael Bono is a CFP® professional with nine years of industry experience. He has worked at Lake Tahoe Wealth Management, Inc. since 2024 and was previously employed by BCK Partners, Inc. from 2015 to 2024. Lake Tahoe Wealth Management provides holistic financial planning and investment management services to individuals, families, businesses, trusts, retirement plans, foundations, and endowments. The firm emphasizes written Investment Policy Statements and modern portfolio theory, primarily using mutual funds and ETFs, while offering integrated wealth management, employer-sponsored retirement plan design, fiduciary oversight, and select tax preparation services.