(775) 827-0555
10765 Double R Blvd, Suite 202
Reno, NV 89521
WWA@washoewealthadvisors.com
The financial future you want
The products and services to help you get there. LPL Financial offers investments, access to insurance and comprehensive financial planning.
We work with you
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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