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Lakeside Team

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(855) 515-5896
lakeside-info@wealthenhancement.com
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About the Lakeside Team

The Lakeside Team partners with individuals, families, and business owners to bring clarity, confidence, and purpose to their financial lives. Guided by trust, transparency, and a highly personalized approach, we combine deep experience with a thoughtful understanding of each client’s goals. From retirement planning and complex equity strategies to legacy and business planning, we take a disciplined, collaborative view of wealth management. We provide steady guidance and a long‑term perspective through a team of dedicated CERTIFIED FINANCIAL PLANNER™ professionals committed to the fiduciary standard. With a holistic approach, we aim not only to enhance your financial stability but also to empower you with the knowledge and tools to flourish in all facets of your life.

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CLIENT PORTAL SCHWAB ALLIANCE FIDELITY

Wealth Enhancement Welcomes Lake Tahoe Wealth Management

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Advisory Team

Debbie Grose - Senior Vice President Financial Advisor at Wealth Enhancement

Debbie Grose

CFP®
Senior Vice President, Financial Advisor
Greater Sacramento Area
Tim Sallade - Senior Vice President Financial Advisor at Wealth Enhancement

Tim Sallade

CFA®, CFP®
Senior Vice President, Financial Advisor
Greater Melbourne Area
Mike Bono - Senior Vice President Financial Advisor at Wealth Enhancement

Mike Bono

CFP®, CPA
Senior Vice President, Financial Advisor
Greater Winter Haven Area
Ethan Green - Vice President Financial Advisor at Wealth Enhancement

Ethan Green

CFP®
Vice President, Financial Advisor
Greater Sacramento Area
Ian Brauer - Financial Advisor at wealth Enhancement

Ian Brauer

CFP®
Financial Advisor
Greater Minneapolis Area

Resources from our team

Topic
Topic
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Health Savings Accounts

Health savings accounts (HSAs) can be more than just a way to tax efficiently pay for qualified medical expenses; you can also use your HSA in retirement. You are eligible to make contributions to an HSA if you have an HSA eligible health plan. An HSA is one of the most powerful types of accounts.
4/29/2026
PDF

Navigating Aging Gracefully Article

Aging is a natural part of life, yet it is often viewed with apprehension rather than appreciation. Many fear the physical and emotional changes but aging gracefully is not about resisting time – it’s a journey that brings wisdom and new opportunities.
4/29/2026
PDF

Navigating Aging Gracefully

As people age, their needs change – physically, emotionally and socially. Finding the right support can make a significant difference in ensuring safety, comfort and dignity during the later stages of life.
4/29/2026
PDF

Unlocking Your Retirement Wealth

As the calendar flips to the new year, our focus shifts to cash flow planning. Those of you taking distributions, or starting to in the near future, have probably wrestled with the questions that come up in this process. How much do I need from my portfolio each month? How much can I afford to take? Where should I be taking it from? LTWM advisors strive to make these discussions open and collaborative, tailoring our planning to each individual client’s needs, goals, and comfort level. With that being said, our advisors enter these conversations already prepped with data and analysis in tow. For potential clients looking to understand our process, or current clients wanting an in-depth look at our methods, here’s a peek behind the LTWM curtain…
4/29/2026

Current Clients

Contact this team via email or phone at the top of the page.

Contact This Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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