About Twin Cities Wealth Strategies
Empowering you to take control of your financial path
Evidenced-based fiduciary advice... not product sales.
Throughout your life, you’ve worked to save diligently, spend wisely, and make proactive financial decisions. Now, it’s time to dig deeper. When you partner with Twin Cities Wealth Strategies, we will look at your unique values and aspirations together. We will create a personalized strategy that helps you leverage your wealth to achieve personal fulfillment and a lifestyle you love.
My name is Dana Menard, and I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Life Planner® (RLP®), Certified Exit Planning Advisor® (CEPA®), Certified Digital Asset Advisor® (CDAA®), a fee-only fiduciary, and the Founder and Lead Financial Planner of Twin Cities Wealth Strategies, Inc.
With over 20 years of experience in the financial services industry, I pride myself on providing trusted financial advice and guidance to busy professionals, business owners, entrepreneurs, and families so they can concentrate on the things that matter most to them.
I genuinely believe everyone’s financial situation is unique, and they have a right to a trusted advisor who puts their interests first. When working with my clients, I focus on creating long-term relationships. Together, we collaborate to create a financial life plan that addresses their immediate and long-term financial concerns and empowers them to live a lifestyle they love.
When I’m not working, I spend as much time as possible with my closest friends and family, as they are the most important things to me. My wife, Sonja, our three daughters, and I enjoy reading books, watching movies, binging Netflix, exercising, partaking in various family games and activities, and appreciating the outdoors and all that nature has to offer at the family cabin. I also volunteer my time between a couple of local non-profits. The first is the Maple Grove Lions Club, a service organization that sponsors many programs and events that raise money for our local community. The second is BestPrep, a Minnesota-based non-profit that prepares students with business, career, and financial literacy skills through hands-on experiences that inspire success in both work and life.
— Dana Menard
What is Fiduciary Investment Advice...
...And Why Does It Matter?
Not all financial advisors are created equal. In fact, it's estimated that non-fiduciary advice costs investors up to $17 billion annually.
Fee-only, commission-free advice and services
We legally cannot accept commissions, referral fees, or kickbacks from any of the companies or products that we recommend to our clients.
We are required by law to do what is in your best interest, at all times, without exception. (FYI: Over 85% of financial advisors are NOT fiduciaries)
Independent, credentialed firm
We work only for you, and do not represent any banks, brokers, or insurance companies. We take a financial planning-first approach and do not make any recommendations until a thorough diagnostic exam is completed first. We then have the freedom to find the best solution for your specific situation
150+ clients assisted
We have helped many small business owners and busy professionals take control of their finances by helping them keep more of their own hard-earned money through proactive financial and tax planning strategies
20 years of industry experience
After 20 years of working directly with small business owners and busy professionals, we understand that they are seeking financial advice unique to their situation and do not just want to be sold insurance or financial products
Standing Out from the Crowd
A unique experience for our unique clients
What does it mean to be a fee-only firm?
As a fee-only firm, we are ensuring a transparent experience with your success as a top priority
You deserve a financial plan that works for you
Implementing the EVOKE® financial life planning process
We firmly believe that our clients deserve more than just someone who crunches their numbers. Through this unique financial planning method, we’ll help you to clarify your goals and values, build a vision for your ideal lifestyle, and reverse engineer your financial plan.
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Financial Considerations When Health Becomes a Concern
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Fear and Investing
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Applying our knowledge to help you grow
Comprehensive financial planning services created with your best interests in mind
With a variety of services and our network of professionals, we are able to cultivate a holistic plan that works for you as you continue to grow in your personal and professional life