As an independent wealth manager, I'm free to offer objective investment guidance based on financial planning expertise. As a personal wealth manager, I'm not beholden to any company, investment, or strategy. Your best interests are my only concern.
I provide access to virtually every type of investment strategy available to a personal investor. That means I can create an investment portfolio tailored to your unique situation, goals, preferences, and beliefs. My strategies may be executed with:
No individual or firm can be the best at every type of investment strategy. At Twin Peaks, I select what I deem to be the best and brightest asset management firms to serve my clients.
This approach curates teams of respected investment professionals for our clients—in a highly efficient manner. What's more, this approach often translates into lower total investment costs—and lower costs result in greater returns.
