Twin Peaks Wealth Management, LLC is an independent investment advisor located in Salt Lake City, Utah. We provide wealth management, financial planning, and retirement plan consulting services for individuals, families and employers. Our goal is simple: To help you achieve success. We do that by providing completely independent, objective guidance and support that is underpinned by deep expertise and experience.
At Twin Peaks Wealth Management, you'll never be reduced to an account number or insurance policy. We take pride in our accessibility and personal service. After all, strong relationships are the foundation of success--and your success is the sole reason we're here.
At Twin Peaks Wealth Management, you'll never be reduced to an account number or insurance policy. We take pride in our accessibility and personal service. After all, strong relationships are the foundation of success--and your success is the sole reason we're here.
Services
As an Independent RIA, Twin Peaks is free to offer customized, non-proprietary solutions solely in its Clients' best interest and is held to a Fiduciary Standard of Care. Twin Peak's founder, C. Scott Cheney, has more than a decade of experience serving clients with a wide range of goals and personal circumstances.
The time and enthusiasm level needed to consistently monitor and update your investments for many years. The self-discipline to avoid the very common mistakes that result from emotional decision-making. An understanding of how to minimize the taxes and expenses that can diminish your investment results.
Veteran financial advisor Scott Cheney founded Twin Peaks Wealth Management to deliver the highest level of personal, conflict-free guidance within relationships based on trust. Scott is driven by a sincere desire to help individuals and families reach their goals and achieve peace of mind. He's had the privilege of doing so for more than a decade.
Twin Peaks's client relationships begin with us learning about your financial situation and your goals, both personal and financial. We analyze and evaluate your situation and decide on the best course to achieve your financial goals. Twin Peaks coordinating implementation of insurance or estate planning recommendations with our partners (such as attorneys, CPAs, or insurance agents ) our yours.
Twin Peaks Wealth Management serves families and individuals, including professionals and owners of closely held businesses, with a focus on personal attention. Our expertise allows our clients to meet a wide range of goals. Twin Peaks understands there is meaningful work to be done advising a broad range of successful clients.
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