A complete list of active advisors currently associated with Twin Cities Wealth Strategies, Inc.
Warmer can help you find a great advisor at Twin Cities Wealth Strategies, Inc. or one who fits your needs even better.
Twin Cities Wealth Strategies, Inc. works with individuals, high‑net‑worth households, charitable organizations, and businesses to provide investment management, comprehensive financial planning, tax preparation support, estate document implementation, and employer‑sponsored plan advisory services. The firm’s brochure reports roughly $29.5 million in assets under management and describes about 72 client relationships as of the December 31, 2025 reporting date. The firm emphasizes client‑specific investment policy development through personal data‑gathering and an investment policy statement, and it primarily implements passive, asset‑allocation portfolios while also recommending outside managers and model providers (including SEI and XYIS) where appropriate. Clients may enroll in a written Financial Life Planning Program with ongoing monitoring and optional tax preparation via Retirement Tax Services, or a quarterly Financial Wellness Program that uses the Elements app to track financial “vital signs.” Compared with many peers, the brochure highlights several uncommon offerings: formal pension consulting and ERISA plan advisory services for employer plans (including investment policy advice and fund monitoring), regularly offered educational seminars described as purely educational, and marketing materials that include client testimonials. The firm’s materials also note expanded service lines — outsourced estate document drafting and tax preparation for planning clients — and the principal’s digital‑asset credentials, with cryptocurrencies and other digital assets listed among potential investable securities.
To learn more about the advisors currently working at Twin Cities Wealth Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Maple Grove, MN
| 23
|
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