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Best Financial Planners in Las Vegas, Nevada

What to Look for in a Financial Planner

When selecting a financial planner in Las Vegas, it’s essential to consider several key factors to ensure you’re making the best choice for your financial future. First and foremost, look for certified professionals. Designations like Certified Financial Planner (CFP) indicate that the advisor has met rigorous education, experience, and ethical standards. Secondly, evaluate their fee structure—whether they are fee-only, commission-based, or a mix. Fee-only planners typically offer the least biased advice since they don’t earn commissions on products they recommend.

A good financial planner should also have a comprehensive approach to financial planning, covering everything from retirement and investment strategies to tax planning and insurance. Additionally, check for fiduciary responsibility, meaning the planner is legally required to act in your best interest. This is crucial for trust and long-term partnership. Lastly, personal rapport and communication style are vital. You should feel comfortable discussing your financial situation openly and feel confident in their ability to understand and manage your unique needs.

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Top Financial Planners in Las Vegas

Redrock Wealth Management

Redrock Wealth Management is highly regarded for its comprehensive financial planning and retirement services. Located at 9484 W Flamingo Rd., Ste. 205, Las Vegas, NV 89147, Redrock is known for its fee-only structure, ensuring unbiased advice tailored to your needs. The firm employs Certified Financial Planners (CFPs) who utilize a fiduciary approach, putting clients’ interests first. They specialize in retirement planning, investment management, and tax strategies, helping clients maximize their financial potential and reduce stress【14†source】【15†source】.

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The Wealth Consulting Group

Located at 8925 W. Post Rd., Las Vegas, NV 89148, The Wealth Consulting Group offers personalized financial planning and wealth management services. Their team includes experienced CFPs and financial advisors who provide tailored strategies for retirement planning, investment management, and estate planning. They focus on helping clients achieve financial security and peace of mind through a holistic approach to wealth management【15†source】【17†source】.

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SkyOak Wealth

SkyOak Wealth is renowned for its comprehensive services tailored to high net-worth individuals, including professional athletes and celebrities. They offer managed and self-directed accounts, focusing on income planning and wealth management. Located at 410 S. Rampart Blvd., Suite 390, Las Vegas, NV 89145, SkyOak’s team provides goal-based planning and tax consulting services, making them a top choice for those with complex financial needs【16†source】【17†source】.

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Contact Information

  • Address: 410 S. Rampart Blvd., Suite 390, Las Vegas, NV 89145
  • Phone: (800) 971-8070
  • Website: SkyOak Wealth
  • Social Media: LinkedIn

Arista Wealth Management

Arista Wealth Management takes a passive investment approach, often recommending low-fee mutual funds from Vanguard and Dimensional Fund Advisors. They handle over $497 million in assets, providing services from retirement planning to portfolio management. Located at 8876 Spanish Ridge Ave., Ste. 202, Las Vegas, NV 89148, Arista is ideal for those looking for disciplined, long-term investment strategies【17†source】【15†source】.

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Summit Portfolio Management LLC

Summit Portfolio Management offers personalized financial planning and investment strategies tailored to individual goals. Their services include tax consulting, retirement planning, and wealth management. With a focus on goal-based planning, Summit provides in-depth analysis and tailored financial solutions. Located at 10091 Park Run Drive, Suite 110, Las Vegas, NV 89145, Summit is known for its thorough and client-centric approach【17†source】【16†source】.

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Cornerstone Wealth Management

Cornerstone Wealth Management focuses on comprehensive retirement planning and wealth management. They help clients navigate complex financial landscapes with services including investment management, estate planning, and insurance solutions. Located at 3755 Breakthrough Way, Suite 305, Las Vegas, NV 89135, Cornerstone emphasizes a holistic approach to financial health【18†source】.

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Reviews and Highlights

Redrock Wealth Management

Clients consistently praise Redrock Wealth Management for their expertise and personalized service. One reviewer mentioned, “The team at Redrock truly understands the nuances of retirement planning. Their tailored advice and fiduciary approach give me confidence in my financial future.” Another highlighted the transparency and professionalism, stating, “Redrock’s fee-only structure and commitment to acting in my best interest set them apart from other advisors I’ve worked with.”

The Wealth Consulting Group

The Wealth Consulting Group receives high marks for their comprehensive and client-focused services. A satisfied client wrote, “They took the time to understand my unique financial situation and crafted a plan that aligns with my goals. Their ongoing support and accessibility are unmatched.” Another reviewer appreciated their expertise, saying, “The advisors at The Wealth Consulting Group are knowledgeable and proactive, helping me navigate complex investment decisions with ease.”

SkyOak Wealth

SkyOak Wealth is celebrated for their high-value services and personalized attention. One review noted, “SkyOak’s team is exceptional in managing wealth for high net-worth individuals. Their tailored plans and deep understanding of my financial needs have been invaluable.” Another client remarked, “Their approach to financial planning is thorough and insightful, providing me with peace of mind and a clear path to achieving my financial goals.”

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Arista Wealth Management

Arista Wealth Management is often lauded for their disciplined investment strategies and client-centric approach. A review highlighted, “Arista’s use of passive index funds and long-term investment strategies have significantly boosted my portfolio’s performance while minimizing fees.” Another client emphasized the firm’s integrity, stating, “Arista’s transparent and honest advice has been a game-changer for my financial planning.”

Summit Portfolio Management LLC

Summit Portfolio Management is praised for their personalized and comprehensive financial planning services. A client review stated, “Summit’s team took the time to understand my financial goals and crafted a detailed plan to achieve them. Their expertise in tax planning and investment management is top-notch.” Another review mentioned, “The level of personalized service and attention to detail at Summit is impressive. They truly care about their clients’ financial success.”

Cornerstone Wealth Management

Cornerstone Wealth Management receives high praise for their holistic approach to financial planning. One reviewer wrote, “Cornerstone’s advisors are knowledgeable and attentive, helping me navigate complex financial decisions with confidence.” Another highlighted their comprehensive services, stating, “From retirement planning to estate management, Cornerstone has been a trusted partner in my financial journey.”

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Table of Top Financial Planners

Firm Name Address Phone Website Specialties Social Media
Redrock Wealth Management 9484 W Flamingo Rd., Ste. 205 (702) 987-1607 Redrock Wealth Retirement Planning, Investment Management LinkedIn
The Wealth Consulting Group 8925 W. Post Rd. (702) 263-1919 Wealth Consulting Comprehensive Financial Planning, Estate Planning Facebook
SkyOak Wealth 410 S. Rampart Blvd., Suite 390 (800) 971-8070 SkyOak Wealth Wealth Management, Tax Consulting LinkedIn
Arista Wealth Management 8876 Spanish Ridge Ave., Ste. 202 (702) 309-9970 [Arista Wealth](https://Arista Wealth Management Passive Investment Strategies, Retirement Planning Facebook
Summit Portfolio Management LLC 10091 Park Run Drive, Suite 110 (702) 838-9999 Summit Portfolio Goal-Based Financial Planning, Tax Consulting LinkedIn
Cornerstone Wealth Management 3755 Breakthrough Way, Suite 305 (702) 878-4742 Cornerstone Wealth Comprehensive Retirement Planning, Estate Planning Facebook

The Importance of Credentials

When choosing a financial planner, credentials are crucial indicators of their expertise and commitment to professional standards. The Certified Financial Planner (CFP) designation is among the most respected in the industry, requiring rigorous education, examination, experience, and ethical standards. Financial planners with the CFP designation have proven their ability to provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.

Additionally, the Chartered Financial Analyst (CFA) designation signifies a deep understanding of investment management and financial analysis. CFAs are experts in portfolio management, security analysis, and ethical practices in the investment profession. Another valuable credential is the Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) designation, which combines tax expertise with financial planning skills, ideal for clients with complex tax situations.

It’s also beneficial to look for planners who adhere to fiduciary standards. Fiduciaries are legally required to act in your best interest, providing unbiased advice and avoiding conflicts of interest. The CFP Board, CFA Institute, and National Association of Personal Financial Advisors (NAPFA) are among the organizations that enforce fiduciary standards for their members.

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Services Offered by Top Financial Planners

Redrock Wealth Management

Redrock Wealth Management offers a broad range of services tailored to individual and family needs. Their expertise includes retirement planning, where they help clients design and execute strategies to ensure a secure and fulfilling retirement. They also specialize in investment management, creating personalized portfolios that align with clients’ risk tolerance and financial goals. Their tax planning services aim to minimize tax liabilities and maximize after-tax returns. Redrock Wealth is dedicated to providing ongoing financial advice, adjusting plans as clients’ lives and financial situations evolve【14†source】【15†source】.

The Wealth Consulting Group

The Wealth Consulting Group provides comprehensive financial planning services that cover every aspect of clients’ financial lives. Their advisors assist with retirement planning, ensuring clients can maintain their desired lifestyle throughout their retirement years. Investment management is another key service, with strategies designed to grow and protect wealth over time. They also offer estate planning, helping clients plan for the transfer of their wealth to the next generation. Additionally, The Wealth Consulting Group provides risk management and insurance planning to protect clients against unforeseen events【15†source】【17†source】.

SkyOak Wealth

SkyOak Wealth’s services are tailored to meet the needs of high net-worth individuals, including professional athletes and celebrities. They offer comprehensive financial planning, which includes income planning, investment management, and tax consulting. SkyOak’s unique value proposition lies in their ability to handle complex financial situations, providing personalized strategies that account for clients’ current and future financial needs. Their holistic approach ensures that all aspects of clients’ financial lives are addressed, from retirement and estate planning to risk management and insurance【16†source】【17†source】.

Arista Wealth Management

Arista Wealth Management specializes in passive investment strategies, utilizing low-cost mutual funds from reputable providers like Vanguard and Dimensional Fund Advisors. Their services include comprehensive retirement planning, where they help clients create and implement long-term strategies to secure their financial future. They also offer portfolio management, focusing on maintaining a diversified mix of investments to achieve optimal returns with minimal risk. Arista’s disciplined approach to investing and their emphasis on fiduciary responsibility make them a trusted partner for many clients【17†source】【15†source】.

Summit Portfolio Management LLC

Summit Portfolio Management offers personalized financial planning services designed to help clients achieve their specific financial goals. Their expertise includes tax consulting, where they develop strategies to minimize tax liabilities and enhance after-tax income. Summit also provides retirement planning services, helping clients create plans that ensure a comfortable and secure retirement. Their investment management services are tailored to each client’s risk tolerance and financial objectives, ensuring that portfolios are well-positioned for long-term growth【17†source】【16†source】.

Cornerstone Wealth Management

Cornerstone Wealth Management focuses on comprehensive retirement planning and wealth management. Their services include investment management, estate planning, and insurance solutions, providing clients with a holistic approach to financial health. They help clients navigate complex financial landscapes, ensuring that all aspects of their financial lives are addressed. Cornerstone’s advisors are dedicated to providing personalized and proactive advice, helping clients achieve their financial goals and secure their future【18†source】.

Conclusion

Selecting the right financial planner is crucial for securing your financial future. By considering factors such as credentials, fiduciary responsibility, and comprehensive services, you can find a planner who aligns with your financial goals and needs. The top financial planners in Las Vegas, including Redrock Wealth Management, The Wealth Consulting Group, SkyOak Wealth, Arista Wealth Management, Summit Portfolio Management LLC, and Cornerstone Wealth Management, offer a range of services to help you achieve financial success. Their expertise, dedication, and client-centric approach make them valuable partners in your financial journey.

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