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About Twin Cities Wealth Strategies Hero
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About Twin Cities Wealth Strategies

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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.

Meet Our Founder and Lead Financial Planner

Dana J. Menard, CFP®, RLP®, CEPA®, CDAA™

Our Founder and Lead Financial Planner Dana J. Menard, CFP®, RLP®, CEPA®, CDAA™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

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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.

Learn More!

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HandHand HoverFee-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.

TrustTrust HoverSworn Fiduciary

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)

BadgeBadge HoverIndependent, 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

HandshakeHandshake Hover150+ 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

ExperienceExperience Hover20 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

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

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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.

Explore The EVOKE® Process

Learn more about your wealth opportunities

Stay up to date with our latest blogs and article features
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

You want to take control of your financial path. We offer evidenced-based fiduciary advice. And now we are sharing our knowledge hands-free on Alexa so…

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Financial Considerations When Health Becomes a Concern

Even the strongest of us will reach a point in life where we start to slow down and things that once were automatic suddenly become…

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Fear and Investing
Fear and Investing

Among the many different emotions human beings experience throughout our lives, fear just might be the most unique and intriguing. In our hunter and gatherer…

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Applying our knowledge to help you grow

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

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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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