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Comprehensive Financial Planning Services Hero

Comprehensive Financial Planning Services

Live a Fulfilling Life
Twin Cities Wealth Strategies, Inc. is an independent, NAPFA-registered, fee-only Registered Investment Advisor (RIA) providing financial planning services to clients.  We specialize in the Minneapolis – St. Paul metro area and can also help clients all across the country.

Our Mission

Helping You Align Your Money with Your Purpose

Bg Values And MoneyOur focus is clear. Provide simple solutions to your financial situation and give you peace of mind so you can enjoy your life.

Wherever you are in your stage of life, our services are designed to help you identify your goals. Once your goals are defined, we create a comprehensive financial strategy to help you achieve them. We then work together as a team in an ongoing capacity to manage your investments and track progress.

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Areas of Expertise

DollarDollar HoverComprehensive 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.

InvestmentInvestment HoverWealth 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.

PlanningPlanning HoverRetirement & 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.

TaxTax HoverTax, 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.

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What is evidence-based investing?

It's the difference that counts
Evidence Based Investing TwinCity
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Who We Serve

Millennials and Gen X Professionals 

Balancing family obligations with growing careers can be a challenge. Whether you’re a small business owner or building a career at a large company in the Twin Cities area, we can help you maneuver through life and prepare for a successful future. Most importantly, we want you to enjoy the journey and to live a life you love. 

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

Whole Life: An Old-Fashioned Product with Practical Uses
Whole Life: An Old-Fashioned Product with Practical Uses
Dana Menard, January 27, 2023Read more
Why Is College So Expensive?
Why Is College So Expensive?
Dana Menard, January 13, 2023Read more
ETFs 101
ETFs 101
Dana Menard, December 30, 2022Read more
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Let's Talk

Schedule a free, no obligation consultation today and begin your journey to financial freedom. 

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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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