Twin Peaks Wealth Advisors

Our financial planning journey began when we were 14 and learned about financial planning for the first time. Despite my father’s diagnosis of stage 4 cancer and his six-month life expectancy, he was the primary breadwinner and key financial decision-maker. When chosen to be the financial decision-maker, my mom was given a six-month time frame to live my life with her rather than my dad. She hired a financial planner to guide my mother in the years before my father’s death. When we began working together, we had many unanswered questions and may have worried too much. Could we stay in our childhood home? Could we afford college? My mother will have to retire in the Bay Area. We were worried about our assets and life insurance compensation from our father’s death. Building a direct financial planner framework and a timeline helped us establish a plan and process that provided clarity and confidence. There were key steps to follow and expectations. We were able to achieve the financial goals that my mom had. They advised us to regularly review and update our investment strategy. After we received the planner’s guidance, it was clear and concise, and we knew how to act. Part of what drives us is our own story. Because we have had the opportunity to work with planners and have experienced the benefits of a client's confidence, we want to offer our clients-confidence—the confidence we came to know as consumers of this industry's products.

Review data indicates that TPWA is a client-centered wealth management team that is held in high regard with multiple reviews from satisfied clients complimenting the team's financial planning acumen. Many comments identify the advisors as exceptionally focused with significant levels of involvement and support, mostly cited that they are personal and not just work oriented values. The clients also highlighted the advisor's improved positivity that helped them reach their financial goals and that TPWA won't take long to respond whenever a response is required, and they are open to new ideas. Common words are "recommend" and "trust" are also used in the reviews showing that the clients are contented and willing to refer other clients. The overwhelming sentiment from consumers is one of the client's long-term commitment with the company. The attention to detail is fundamental and is a cornerstone of earning a consumer's trust. From this review data, TPWA can make claims of being a quality wealth management company that effectively engages and supports its clients.