Our team at Twin Shores Wealth Management has over 100+ years of collective experience in the finance, business, investment, energy, real estate, banking and technology industries. We bring our business and planning acumen to every client relationship, helping them understand how to play the financial game different.
Take the game of Monopoly for example: do you ever recall winning, or another player winning, the game by hitting it big in the stock market? No! That is not how the game is won, yet the majority of investors are playing the game this way. This is the first place where we start. Four houses and a hotel.
It's how the game is won....
Founder
Financial Planning
Operations & New Business
Business Development
Analyst
Research & Development
Securities offered through IBN Financial Services, Inc. Member: FINRA & SIPC.
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