A complete list of active advisors currently associated with Twin Rivers Wealth Management

Warmer can help you find a great advisor at Twin Rivers Wealth Management or one who fits your needs even better.

Twin Rivers Wealth Management serves individuals, high-net-worth individuals, small businesses, and employee benefit plans, offering ongoing comprehensive financial planning and discretionary portfolio management tailored to clients’ risk tolerance, net worth, and goals. The firm’s services include retirement planning, tax analysis and coordination with clients’ tax teams, estate planning collaboration with attorneys, insurance reviews, and college planning, with occasional consulting on alternative investments. Investment selection emphasizes individual equities, low-cost or no-load mutual funds, ETFs, bonds, and cash instruments, drawing on fundamental and cyclical analysis and a mix of long- and short-term strategies. The firm uses a three-meeting onboarding process with written follow-ups, conducts ongoing reviews (at least monthly for plans and regular account monitoring), and may delegate portions of management to third‑party registered advisers or use a third‑party platform to manage held-away retirement accounts. Several aspects distinguish the firm from many peers: it provides services to other investment-adviser clients and offers retirement-plan support to ERISA plans and participants, including acting as a representative on record or rebalancing participant accounts via third-party platforms. The firm also offers no‑cost educational seminars at advisers’ discretion, provides complimentary tax-preparation services through an affiliated tax practice, and performs occasional placement consulting for private alternative investments.

To learn more about the advisors currently working at Twin Rivers Wealth Management, 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.