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Proactive Financial Planning Services

Prioritizing your personal interests to create the right comprehensive financial plan for you
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Solidify Your Wealth Management Plan

Plan ahead with financial services that address your goals

We understand that financial planning can be overwhelming and time consuming, which is why we take the time to walk you through your finances and provide resources to help you at every step. We offer simple financial solutions to complex problems so that you can feel confident and at peace knowing your money is working for you.

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City night view | Overcome Your Financial Obstacles

DollarDollar HoverFinancial Planning

We believe in aligning your financial strategy with your lifestyle goals and values. We’ll leave no stone unturned to create a plan that clearly defines your goals and helps you to make financial decisions with confidence.

Business ProfessionalBusiness Professional HoverBusiness Planning

We will help you review, improve, and grow the performance of your business by de-risking and improving the profitability of your most important asset, your business.

PlanningPlanning HoverExit Planning

As a Certified Exit Planning Advisor, we help you determine how to accelerate the value of your business so that when you eventually decide to transition, exit, or sell someday, you will know that you made the right decision for you as well as your family.

InvestmentInvestment HoverInvestment Management

Ongoing investment management services are available to all of our clients. Our investment approach is grounded in Nobel-winning economic theory and backed by decades of empirical research. We use evidence-based investing to help you stay on track to meet your goals.

TaxTax HoverTax Planning and Tax Prep

Every financial decision you make has a tax effect and we proactively identify planning opportunities to help reduce your lifetime tax bill.

CalendarCalendar HoverRetirement and Social Security Planning

Whether retirement is 5, 10, or 20 years away, we’re here to help you create an optimal strategy for saving, investing, and ultimately distributing your hard-earned money. Our strategies are built to ensure you do not outlive your money.

Real EstateReal Estate HoverEstate Planning

Your wealth is a tool to help you make a difference and leave a legacy. Through proactive tax, estate, and philanthropy planning, we’ll help you leverage your money in a way that aligns with your purpose and leaves a legacy for the next generation.

BitcoinBitcoin HoverDigital Asset Management

As a Certified Digital Asset Advisor, we see cryptocurrency, blockchain technology, and decentralized finance as playing a big part in the future of finance and aim to make managing it as a portion of your overall investment portfolio.

Overcome Your Financial Obstacles

Services created with your best interests in mind

At Twin Cities, we understand that each of our clients has their own unique situation, which is why our financial planning focuses on establishing a plan that addresses all aspects of your life.

Financial Obstacles

Explore Our Services

Twin Cities Wealth Strategies Success Stories

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Corporate All-Star

Joanne was making way more money than she ever thought she would be able to as a softwa...

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Working Toward Work-Optional
Working Toward Work-Optional

Mike and Susan have never set “retirement” dates for themselves. It’s not because they ca...

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Family Business Owners Planning for Exit
Family Business Owners Planning for Exit

Laura and Dale reached out to our office after being turned away by another large, well-kno...

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City sun rise view | Find Out Your Net Worth With Our Free Modular Planning Tool
City sun rise view | Find Out Your Net Worth With Our Free Modular Planning Tool

Together we track your financial vital signs for a clear view of your financial health.

Elements

You can think of the Elements scorecard like your vital signs at the doctor's office: they help us both see how you're doing financially and where we should focus our effort to help you progress toward your goals.

Track your financial vitals

About TCWS

Happy family with kidsAt Twin Cities Wealth Strategies, our goal is to empower you to take control of your financial path. We offer expert advice and accountability that help to guide you towards the life you are meant to live.

The truth is that there is a lot of financial “noise” in the world. It can be challenging to discern what information is valuable and worthwhile when it feels like you’re bombarded with information and ideas. That’s not even taking into consideration your busy schedule and the time it takes to research the information you’re seeing.

That’s where we can help. We abide by the highest standard in the industry with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and have signed a fiduciary oath promising to always put our client’s interests ahead of our own. We do this by utilizing the EVOKE® Financial Life Planning Process, because although money is an essential factor in the formula of your financial success, life cannot be solved with just dollars and cents.

Our job is to help you clarify your goals and values, and align your wealth and resources with them so that you can feel peace of mind knowing that your money is working for you and moving you toward the life you want and deserve.

Discover Our Story

Smiling young man | Standing Out from the Crowd
Smiling young man | Standing Out from the Crowd
  • Commission free, fee-only services
  • 20 years of industry experience
  • Sworn fiduciary
  • Independent, credentialed firm

Standing Out from the Crowd

A personalized and custom experience for our unique clients.
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Putting You First as a Fee-Only Firm

As a fee-only firm, our advisors do not take any commissions or receive any kickbacks for the services they provide. Our clients pay a flat fee for all of their financial planning; there is no catch. Our fee-only model removes the possibility of any conflicts of interest, and allows our advisors to create a plan with your interests at the forefront.

Resources to Help You Grow Your Wealth

7 Retirement Savings Strategies You Should Try

7 Retirement Savings Strategies You Should Try

Worrying about taxes doesn't end once you're in retirement. Navigating tax time can be just as tricky in your retirement years as when you were…

Read more

Maximize Your Business’s Financial Potential with Dana in the Twin Cities Wealth Strategies Alexa Skill
Maximize Your Business’s Financial Potential with Dana in the Twin Cities Wealth Strategies Alexa Skill
Dana Menard, March 20, 2023Read more
Financial Considerations When Health Becomes a Concern
Financial Considerations When Health Becomes a Concern
Dana Menard, March 10, 2023Read more
Fear and Investing
Fear and Investing
Dana Menard, February 24, 2023Read more
Smiling lady | Take a Proactive Approach in Managing your Finances
Smiling lady | Take a Proactive Approach in Managing your Finances

Take a Proactive Approach in Managing your Finances

Work with twin cities to learn how to navigate your financial resources and reach your goals

Schedule My Financial Review

Stay in the know

Stay up to date on changes and resources to help you achieve financial success

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  • Call us at: (763) 445-2772
  • Email us at: info@tcwealthstrategies.com
  • Address: 11670 Fountains Drive Suite 200
    Maple Grove, MN 55369

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