Twin Arbor Wealth Management LLC

Twin Arbor Wealth Management serves individual and high-net-worth clients with ongoing discretionary portfolio management and financial planning, including stand-alone, project-based planning engagements. Like many independent advisers, it delivers services through asset-based advisory arrangements and prepares a written Investment Policy Statement for each client.

The firm seeks discretionary authority to implement portfolios and uses fundamental analysis, modern portfolio theory, and quantitative techniques to construct allocations that primarily favor ETFs (including precious-metal sector ETFs) and may include TIPS, REITs, and other securities. It employs both long‑term and short‑term trading approaches, documents client risk tolerances, and conducts periodic reviews with custodial reporting provided to clients.

Noteworthy differences from many peers include a very small, concentrated client base relative to its assets under management and a firmwide requirement that clients use a specific custodian (Altruist). The brochure also discloses that the principal provides limited tax‑preparation services outside the advisory business (simple 1040s), which the firm identifies as a potential conflict of interest, and the firm is structured as an LLC with capacity for staff support rather than operating as a traditional solo practice.