Twin Shores Wealth Management™ is an independent wealth management and financial planning firm. We started our journey with the intention of delivering customized strategies and solutions to our friends, families, clients, businesses and more. No two clients are alike, and they should be treated this way.
If you asked us what our goal is, we'd share with you our goal is to help people live the life they want to live. Finances are a big part of that. We take the time to value how delicate your dollar is™ so we can help you, your family and your business all live the lives you want to live.
Collectively our team has 70+ years of experience in the wealth management, financial planning, retirement, banking and institutional markets, with some of the largest financial firms in the world. We've learned that there is a need for financial professionals who sit on the same side of the table as their clients. Not professionals who are pushing products, quotas or all-in-one fit in the box solutions. This is why we do what we do.
Certified Financial Planner®
Certified Divorce Financial Analyst®
Collaborative Divorce Financial Neutral
Divorce Financial Planning
New Business, Operations & Compliance Officer