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About Us
At Abundance Wealth Solutions, we focus on optimizing your financial and life outcomes through customized, holistic planning. Serving the entire Tahoe Basin, Reno, and Carson City—plus clients nationwide—we build strategies around your goals, values, and real-life circumstances. Services include retirement income planning, Social Security planning, 401(k)/403(b) rollovers, IRA and Roth IRA strategies, RMD planning, investment management, tax strategies, life insurance planning, estate and legacy planning, 529 college savings planning, and Thrift Savings Plan guidance. With 25+ years of experience, we help you implement and monitor a plan designed to support long-term confidence and clarity—centered on Health, Wealth, and Happiness.
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