WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Las Vegas, Nevada. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Las Vegas, Nevada|
|Financial Advisor||Office Location||Phone Number|
|Jennifer Davis, CFP
SkyOak Wealth Management, Inc.
410 South Rampart,
Las Vegas, NV 89145
|Donald R Fletcher Jr
Fletcher Financial LLC
8275 S.Eastern Ave,
Las Vegas, NV 89117
410 South Rampart,
NV 89145 Phone Number 800-971-8070
Jennifer is the founder and CEO of SkyOak Wealth Management. Jennifer wanted to start her own boutique financial advisory firm since she was in her late 20s. After 20 years working for the large firms of Wall Street, she finally created SkyOak Wealth Management in 2010 with the help and support of her husband, Derek. Jennifer provides customized solutions and a broad scope of institutional and family office services through financial planning, experienced investment management, and insurance by using a team of advisors with different areas of expertise. Jennifer's expertise and passion is counseling and advising individuals and families, especially those that are going through wealth transition or obtaining new wealth that is different than they were accustomed to. During the years that Jennifer worked for Smith Barney and Merrill Lynch, she advised individuals and families from all different levels of wealth status and family dynamics during the tech boom and "IPO to instant wealth" that was common on Sand Hill Road in the middle of Silicon Valley. During that time she was a part of an elite group of advisors who were specially trained in advising Ultra High Net Worth Individuals & Foundations and became one of the Barron's Top Woman Advisors in the country.
We do what we love. We do what is right. The client will always come first. SkyOak is about helping people manage their assets so they can make a difference and touch other people's lives. We are independent, employee-owned, and unaffiliated with any parent company. We provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional consulting. SkyOak is a woman-owned independent registered investment advisor or RIA. Founded and led by Jennifer A. Davis, a Certified Financial Planner (CFP®) with over 20 years' experience within the wealth management industry. SkyOak is broken into several divisions. Each division is run by a specialist who focuses solely on their area of expertise but all divisions, as well as our 10 licensed financial advisors and numerous support staff, work as a team to provide you with a customized financial plan and solutions to achieve your goals. As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Further, your interest must come first. Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice. Our primary focus is about protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions.
Series 7, 63, 66
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
8275 S.Eastern Ave,
NV 89117 Phone Number 702-929-6700
Originally from Las Vegas, NV, Military veteran, Specializing in strategic asset allocation, Preservation of wealth, and risk management.
Full Service Financial Planning Firm, Estate Planning, Investments, Insurance, Retirement ,and tax efficient strategies.
* Additional advisor listing is provided in partnership with Yext
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?