Servicing Clients in the Twin Cities and Across the Country

Questions? Call Us Now (763) 445-2772

Twin Cities Wealth Strategies helps you manage your investment portfolios based on your specific goals, values, and tolerance for risk. We implement strategies that are rooted in modern academic evidence, not speculation. Our approach favors low fee, index investing, and employs active management in areas where the returns consistently justify the additional expense. We strive to keep operating expenses and taxes to a minimum, and focus on long-term consistent strategies that help you avoid chasing returns, worrying about the next hot trend, or making emotionally-driven decisions at the wrong time.

While we cannot control external forces like market volatility, inflation, taxes, or the general “noise” of the financial marketplace, we can help you implement effective strategies to prepare for these threats and keep you on track. We will periodically rebalance your portfolio and utilize tax-loss harvesting to minimize the impact of taxes on your portfolio.

However, there are some things we can control such as our beliefs, our emotions, and the decisions we make. We will work closely with you to understand your specific financial needs and goals, your time horizon, your expectations, and your investment preferences. Then we will provide a disciplined investment process that helps you avoid the most common investing mistakes by removing emotional reactions to short-term events. By providing a carefully constructed and fully integrated financial program that reflects your personalized needs, goals, and expectations, we’ll help you focus on your progress toward achieving your objectives!