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About Emerald Wealth

Client Centered

Inspired by Emerald Bay near Lake Tahoe, one of the most photographed places in the world but with its winding treacherous road, it can be complicated to get to. Here at Emerald Wealth we want to help you stay organized on the winding road that is life in an effort to get you to the beautiful panoramic scenes and pristine views. Our goal is bringing you stability, freedom, and order to your portfolio with comprehensive financial planning to help ensure confidence. Whether you’re focused on retirement, acquiring new wealth or newly single, we are committed to helping you organize your new chapter. 

Waddell & Reed - Our Broker Dealer

Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years, Jessica proudly selected Waddell & Reed as her broker dealer. Waddell & Reed is a pioneer in the financial planning industry. Together, we believe creating a personalized plan can help you identify financial goals and get you where you want to go in life.

Our Process

Founded by two World War I veterans, Chauncey Waddell and Cameron Reed, in 1937, Waddell and Reed advisors have been dedicated ever since to helping people achieve their financial goals so they can get where they want to go in life.

Our History

Today, Waddell & Reed, Inc., has offices in communities around the United States. Advisors help businesses, families and individuals plan for their future, regardless of background or level of wealth, one step at a time.

Our Values

Waddell & Reed, Inc. is a subsidiary of publicly traded Waddell & Reed Financial, Inc. (NYSE: WDR). Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the U.S.