Twin Cities Wealth Strategies, Inc.

Overview

Twin Cities Wealth Strategies, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars. Its fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices