Proactive Financial Planning Services
Prioritizing your personal interests to create the right comprehensive financial plan for you
Our Mission
To provide simple financial solutions to give you peace of mind and let you enjoy life. Our services help you identify your goals, create a comprehensive strategy, and manage your investments, working together to track progress.
- Commission free, fee-only services
- 20 years of industry experience
- Sworn fiduciary
- Independent, credentialed firm
We Stand Out from the Crowd
By providing a personalized experience for our unique clients.
About Twin Cities Wealth Strategies
At TCWS, we empower you to take control of your financial path with expert advice and accountability, guiding you toward the life you’re meant to live. With so much financial “noise” out there, it’s tough to know what’s valuable. We cut through the clutter for you.
We uphold the highest industry standards with our CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and a fiduciary oath to put your interests first. Using the EVOKE® Financial Life Planning Process, we align your wealth with your goals and values, ensuring your money works for you and leads you to the life you deserve.
Areas of Expertise
Comprehensive Financial Planning
We believe in aligning your financial strategy with your lifestyle goals and values. By performing a thorough analysis, we’ll leave no stone unturned. Together, we will create a plan that clearly defines your goals and helps you to make financial decisions with confidence.
Wealth Management
Ongoing investment management is an important aspect when planning for your future. We balance your risk tolerance with long-term, passive investing strategies to help you stay on track and to meet your goals. It’s the difference between evidence based investing and traditional active investing.
Retirement & Social Security Income Planning
Whether retirement is 5, 10, or 20 years away, we’re here to help you create a strategy for living comfortably in your next chapter.
Tax, Estate, and Philanthropy Planning
Your wealth is a tool to help you make a difference and leave a legacy. Through our proactive tax, estate, and philanthropy planning approach, we’ll help you leverage your money in a way that aligns with your purpose while helping you minimize the impact of taxes today and alleviating the impact of future taxation.
Twin Cities Wealth Strategies Success Stories
Corporate All-Star
Joanne was making way more money than she ever thought she would be able to as a softwa...
Read moreWorking Toward Work-Optional
Mike and Susan have never set “retirement” dates for themselves. It’s not because they ca...
Read moreFamily Business Owners Planning for Exit
Laura and Dale reached out to our office after being turned away by another large, well-kno...
Read moreResources to Help You Grow Your Wealth
The National Spotlights Shines on Small Businesses
On the Saturday after Thanksgiving, the national spotlight turns on an often overlooked engine of our country’s economic growth: small businesses. Small businesses, or those…