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 is a state‑registered independent advisory firm led by a single principal that provides investment management and comprehensive financial planning to individuals, business owners, charitable organizations, and employer clients. Its services include personalized portfolio management, financial life planning, tax preparation, estate plan formation, and consulting for employer‑sponsored retirement plans. The firm builds client portfolios around documented investment policy statements and primarily employs passive, asset‑allocation strategies using index mutual funds and ETFs, while also recommending outside managers and model providers such as XY Investment Solutions and SEI for discretionary model portfolios. Ongoing client engagement is provided through a Financial Life Planning program and a Financial Wellness offering that uses the Elements app for quarterly monitoring, plus optional tax‑preparation support via Retirement Tax Services. Relative to many peers of similar size, the brochure highlights a notable emphasis on employer plan work — formal Pension/Employer Sponsored Plan Advisory Services for ERISA plans — and the firm’s practice of offering educational seminars and workshops to groups. The brochure also discloses the use of client testimonials in advertising and notes the principal’s exit‑planning and digital‑asset credentials (e.g., CEPA®, CDAA, CBDA), as well as the inclusion of cryptocurrencies among investable holdings, features that are less common among independent solo advisors.

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.