Twin City Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals (including high‑net‑worth clients), as well as to corporations, foundations and retirement plan participants. The firm also offers participant account management for held‑away defined contribution accounts via a third‑party platform (Pontera) and may engage sub‑advisers to implement portions of client strategies.
The Adviser develops a client Financial Profile and a tailored Investment Plan and implements portfolios on a discretionary basis using ETFs, mutual funds, individual equities, fixed income, structured products and options. The Form ADV Brochure describes its use of multiple analysis methods (fundamental, technical, quantitative and charting), ongoing account review, and indicates that performance information — including hypothetical results — is provided in its marketing materials.
Compared with many peer team firms, Twin City Private Wealth publicly discloses performance results and hypothetical performance and conducts educational seminars or workshops for clients and plan participants, practices that the Brochure highlights and that are relatively uncommon among similar advisers. The Brochure also discloses the firm’s use of the Pontera platform for participant account reviews and its affiliation with Twin City Private Wealth Insurance Services, through which certain principals and employees may receive insurance commissions.
Client services
Expertise
Fee options
Up to 1.50% annually, individually negotiated
Main office
301 N Main Street, Suite 1902
Winston Salem NC 27101
Advisors at this office
4
Most active in
North Carolina
Also doing business as
Dogwood Wealth Advisors, LLC · Twin City Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Travis L
Series 63, Series 65
Winston-Salem, NC
Twin City Private Wealth, LLC
Travis Lethco is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Semmax Financial Advisors, Inc. and BB&T Securities, LLC. He also serves as a financial education instructor with the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning for individuals, corporations, foundations, and retirement plan participants. The firm employs multiple analysis methods and publicly discloses performance results while offering educational seminars for clients.
Joseph B
Series 65
Winston-Salem, NC
Twin City Private Wealth, LLC
Joseph Berry is a financial advisor at Twin City Private Wealth, LLC in Winston-Salem, NC, holding a Series 65 designation with 12 years of industry experience. He has worked at Twin City Private Wealth, formerly Dogwood Wealth Advisors, since 2019 and previously spent seven years at Semmax Financial Advisors, Inc. Berry is also an instructor with the American Financial Education Alliance, where he teaches financial education courses. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as corporations, foundations, and retirement plan participants. The firm uses a range of investment strategies and publicly discloses performance results, while also offering educational seminars and workshops.
Eric M
Series 63, Series 65
Winston-Salem, NC
Twin City Private Wealth, LLC
Eric Mattinson is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Twin City Private Wealth, he worked at Semmax Financial Advisors, Truist Investment Services, and Wells Fargo Clearing. He also serves as a financial education instructor with the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a variety of investment methods, including ETFs, mutual funds, equities, fixed income, and options, and is notable for publicly disclosing performance results and conducting educational seminars for clients.
Jason L
Series 65
Winston-Salem, NC
Twin City Private Wealth, LLC
Jason Lincoln is a financial advisor at Twin City Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Atrium Health Wake Forest Baptist Medical Center and Knight Property Group. Outside of his advisory work, Jason serves as a part-time Clinical CT Instructor at Forsyth Technical Community College. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a range of investment methods and publicly discloses performance results, offering educational seminars and participant account management through third-party platforms.
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