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Michael Barney Bono

Lake Tahoe Wealth Management, Inc.

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About Michael Barney Bono

Michael Barney Bono is a financial advisor at Lake Tahoe Wealth Management, Inc. based in Folsom, CA and Corning, NY. Michael Bono holds the Certified Financial Planner designation. Michael Bono has been in the financial industry since March 2008. Michael Bono is currently registered with Lake Tahoe Wealth Management, Inc. in New York and Texas. Michael Bono specializes in Retirement planning, College savings, Estate planning and Insurance planning.

Firm Information

Michael Bono is currently registered with Lake Tahoe Wealth Management, Inc.. Lake Tahoe Wealth Management, Inc. is an investment advisory firm headquartered in Lake Tahoe, Nevada. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer educational services and tax services. The firm manages over $191 million in assets for approximately 785 clients.

$191.58M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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test drive educational services & tax services

Test drive educational services & tax services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Bono’s Registration & Firm History

CA

10/01/2024 - Present

Lake Tahoe Wealth Management, Inc. (FOLSOM CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Barney Bono.
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