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Complete Wealth Management

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

When you hire Twin Peaks Wealth Advisors, you start to experience the profound lift of what we call Complete Wealth Management. We believe you can  benefit from our meticulous, liberating financial planning. An investment strategy tailored for your family, crafted by a team of forward-thinking investment advisor representatives. And an invigorating level of detailed, day-to-day implementation.

Planning: Our approach is both simple and life-changing. We engage you in a thorough, thought-provoking process. A vivid, new vision of your life emerges.

Investing: Our in-house investment team invests your assets with ingenuity and extreme rigor. Your investment strategy aligns tightly with the goals defined in your financial plan.

Execution: Day-to-day, we immerse ourselves in all the nitty-gritty execution required to keep your life moving the way you want it to move. This includes ongoing counsel and communication.

Our Packages

Wealth 360° Essentials

For those with assets between $2.5M and $5M


Financial Planning Essentials

+

Ongoing Investment Management


Financial Planning

  • Set financial goals
  • 5 year cash flow and savings projection
  • Review retirement account contributions (IRA & Roth)
  • Evaluate employer retirement plans (401(k), 403(b), SEP IRA, etc.)
  • Elect employee benefits & evaluate supplemental coverage needs
  • Investment portfolio analysis, strategy, and recommendations
  • Year-end tax planning & savings
  • Stock options strategy and stock plan optimization (ESPP, RSU, ISO, NQSO)
  • Debt strategy for mortgage, student loans, auto loans, etc.
  • Traditional versus ROTH contribution analysis
  • Education and college funding
  • Insurance planning (Life, Disability, Long-term care)
  • Assistance with major purchases (i.e. home buying help)
  • Review custodial account contributions

Investment Management

  • Portfolio diversification and rebalancing quarterly
  • Risk loss analysis
  • Capitalization on emerging trends
  • Review alternative investment options
  • Evaluate tax-efficient investment options
  • Tax-loss harvesting
  • Quarterly performance review and strategy meetings

Wealth 360° Advanced

For those with assets between $5M and $10M


Financial Planning Advanced

+

Ongoing Investment Management


Financial Planning


Everything from Financial Planning Essentials plus:

  • Tax coordination meeting with your accountant
  • Alternative investment strategy (private equity, venture capital, non-traded real estate)
  • Tax-qualified investment consideration (exchange funds, qualified opportunity zones, deferred annuities, etc.)
  • Retirement income forecasting and planning
  • Concentrated stock strategies & liquidation (10b5-1 planning)
  • Estate planning review - updating documents and beneficiaries as needed
  • Budget analysis (spending by category, spending history, budget establishment)
  • Roth IRA Conversion analysis
  • Annual gifting & charitable giving

Investment Management

  • Portfolio diversification and rebalancing quarterly
  • Risk loss analysis
  • Capitalization on emerging trends
  • Review alternative investment options
  • Evaluate tax-efficient investment options
  • Tax-loss harvesting
  • Quarterly performance review and strategy meetings

Wealth 360° Pro

For those with assets between $10M and $25M


Everything from Wealth 360° Advanced 

=

Financial Planning Advanced

+

Ongoing Investment Management


AND:


Coordinated Estate Planning with an Estate Planning attorney for:

  • estate tax strategy
  • advanced charitable giving strategy
  • legacy planning
  • and more!

+

Annual Investor, Business, or Real Estate conference with your advisors

Wealth 360° Summit

For those with assets greater than $25M


Everything from Wealth 360° Pro 

=

Financial Planning Advanced

+

Ongoing Investment Management

+

Coordinated Estate Planning with an Estate Planning attorney

+

Annual Investor, Business, or Real Estate conference with your advisors


AND:


Annual 2-Day In-Person Meeting with firm's partners for:

  • in-depth planning
  • further alignment of values
  • relationship building

Schedule a Call to Learn More


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