A complete list of active advisors currently associated with Twin City Private Wealth, LLC

Warmer can help you find a great advisor at Twin City Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Twin City Private Wealth, LLC, 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.