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 provides wealth management, retirement plan management, and tax services primarily to individual and high‑net‑worth clients, as well as pension and profit‑sharing plans and corporations. Its offerings include comprehensive financial planning, investment management (generally discretionary), and retirement‑plan consulting and reporting. The firm’s investment approach emphasizes appropriate asset allocation and long‑term investing while using individual stocks, low‑cost mutual funds, ETFs, bonds, and cash equivalents; advisers employ fundamental and cyclical analysis and may also execute shorter‑term trades as warranted by client objectives. For qualifying high‑net‑worth and institutional clients, Twin Rivers may recommend private alternative investments (notably oil and gas limited partnerships and Delaware Statutory Trusts) and coordinates with clients’ tax teams when implementing strategies. Distinctive aspects noted in the brochure include relationships with other investment adviser clients and third‑party managers—arrangements that can involve third parties collecting and remitting portions of advisory fees or Twin Rivers serving as representative on private placements—which is uncommon among peers. The firm also offers no‑cost educational seminars at advisers’ discretion and provides complimentary tax preparation through an affiliated tax service as part of its ongoing comprehensive planning, all of which are disclosed as potential sources of conflict.

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.