CONNECT

Address:

5771 S. Fort Apache Rd., Ste 130
Las Vegas, NV 89148-5506

Phone:

(702) 616-2000

Fax/Other:

(702) 616-2015

Why Caldera Wealth

Caldera Wealth is a full service financial firm, serving clients throughout United States. Our goal is to provide value to our client's as we pursue their financial goals. 

We provide full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, certificate of deposits, real estate investments trust, business development companies (BDC's), life insurance, fixed, index and variable annuities. We are also recognized leaders in providing and managing small business needs, including assistance in reducing expenses and tax liability.

Caldera Wealth is known for our white glove approach to financial planning. Making it easy is the cornerstone in how we work with our clients. Our process defines our business model. We also create custom models, with full access to trade stocks, bonds, mutual funds, Unit Investment Trust (UIT's), Exchange Traded Funds (ETF's), FDIC Insured Certificate of Deposits (CD's), Real Estate Investment Trust (REIT's), Business Development Companies (BDC's), Fixed, Index and Variable Annuities, and Life Insurance. We are also speicalists in providing and managing small business needs, including assistance with the goal of reducing expenses and tax liability. 

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.