Are you leveraging a wealth advisor to think bigger about using wealth to live more intentionally?WHAT DO WE DO?• Customized in-person and virtual planning.• Institutional investment management solutions. One-on-one sessions. • Coordinate with your team of outside professionals: CPAs, Attorneys, Lenders, and more.• Financial accountability and a thought partner.WHY RELY ON US?• Specialization and experience: we've worked with 400+ families on a variety of financial needs.• Customization: we tailor our planning and portfolios based on your goals.• Expanding platform: we continue to grow the value we provide to you.OUR AREAS OF SPECIALIZATION• Financial Planning: planning for retirement | navigating your finances through an IPO, acquisition, and sale of a business.• Portfolio Management: combining traditional and alternative investments to diversify and grow your portfolio.Minimum advisory fee: $6,000 singles. $8,000 couples.We are a firm started by twin brothers. This gives us a different perspective on families, family wealth planning, and what it takes to be successful in business. We welcome you to visit our website: www.twinpwa.com and contact us to learn how we can help you reap the benefits of proactive financial planning. Investment Advisory Services are offered through Twin Peaks Wealth Advisors LLC, an SEC Registered Investment Advisor.