Abelow Pratt & Associates

Abelow Pratt & Associates is a financial planner in South Lake Tahoe, CA. The firm provides wealth management, retirement income distributions, and investment services to affluent clients seeking to grow and preserve their wealth. Their expertise includes tax planning strategies, estate planning, wealth preservation, and saving for education. The firm holds a 5.00 rating.

The team utilizes a disciplined, holistic approach to help clients understand their financial concerns and empower them to manage their financial matters. As independent advisors, they operate without sales quotas, ensuring client goals remain the priority. The practice incorporates Riskalyze technology, which uses a scientific framework to objectively calculate an investor's true risk tolerance, helping to align portfolios with specific investment expectations. Their service offerings also encompass family finances and insurance.

Located on Harrison Ave, the office is situated near the Lake Tahoe Historic Society Museum and the South Lake Tahoe Senior Center. The business is a short drive from Lake Tahoe Boulevard and is close to the Recreation and Swim Complex.

Abelow Pratt & Associates is recognized for its commitment to personalized and impartial investment strategies. By utilizing an independent model, the firm focuses on recommending products and services based solely on their merits and suitability for each client's unique time horizon and tax considerations.

The firm provides expert wealth management and financial planning to the South Lake Tahoe community.