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Reno Tahoe Wealth Management

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Reno
CRD Number
Website renotahoewealthmanagement.com
Client types

Overview

Reno Tahoe Wealth Management is a boutique, multigenerational wealth advisory firm based in Reno, Nevada, and an affiliate of Stratos Wealth Advisors. Founded by a team of financial professionals including Peter and Carla Bessette and Dan Roberts, the firm transitioned from RBC Wealth Management in 2024. Their mission is to simplify financial planning through personalized, fiduciary-based strategies tailored to each client's unique needs and goals. Reno Tahoe serves a diverse group of clients including families, business owners, and retirees with services spanning investment management, retirement and estate planning, and business succession strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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