Twin City Private Wealth

Your Family Wealth Advisor

Retirement Planning Made Simple

Let us handle the details so you can focus on what matters most to you.

Who We Serve


You've come a long way since the start of your journey, and you're getting close to the end. You're seeking methods to safeguard your hard-earned money and develop a dependable lifetime income strategy as retirement approaches.

This is one of the biggest decisions most people will ever make. At Twin City Private Wealth, we recognize the importance of planning ahead for a successful transition into retirement. These are some questions that many pre-retirees want to know before retiring.

How do I know if I have enough to retire? What can I do to answer those questions?

  • How soon can we afford to downsize our careers or elect to fully retire and still maintain our standard of living throughout our retirement years?
  • Now that we are finally reaching our retirement years, how should we modify our investment plan to provide more stability and higher income? Should we avoid the stock market altogether?
  • When should I take Social Security?


An experienced team like Twin City Private Wealth can help you achieve your goals for retirement.

Retirement is a time to sit back and enjoy your years of work and hard-earned money. Yet, many retirees struggle to enjoy their money without a plan. At Twin City Private Wealth, we help guide you through each step of retirement. Below are a few of the many issues that our clients commonly encounter.

  • When should I take Social Security?
  • What are the best ways to take my required minimum distribution from my IRA when I reach age 72?
  • What investments should I spend first in retirement – taxable, tax-deferred or tax free?
  • Should we consider Long Term Care insurance? Are there other options?

Why Twin City Private Wealth?


We are a dedicated team of advisors with over 35 years of combined retirement planning experience.


Our firm is 100% independent and we are a fiduciary for you. What does that mean? We work for YOU! Our planning is not tied to a specific company or product but is tailored to help meet the unique needs of each family we serve.


At our company, we understand how important family is, and we work to build strong relationships with our clients.

We Help Give People the Confidence to Retire and Stay Retired

Retirement Planning

Make the most of your retirement savings and run the figures on how much you'll need to maintain your standard of living in order to retire comfortably. Let us help you make wise money decisions that prioritize income and the prudent management of risk.

Tax Reduction Strategies

Don't pay more to the IRS than the law demands. Seek to reduce your current and future tax burden by optimizing your income and investment strategies. With our expansive network of tax specialists, we can help you get the most out of your investments.

Estate & Legacy Planning

Make your loved ones a part of your will by formalizing your desires. We can help you pass wealth down to future generations while reducing tax burdens and probate fees. Allow us to collaborate with your tax and legal experts to help ensure that your strategies are correctly integrated into your long-term financial plan.

Message from the Partners

We regularly meet with people who need confidence and clarity in their retirement planning. Our passion is to develop life-long relationships that impact individuals and families for generations. As a fiduciary, we partner with you to build a plan that is simple to understand and will give you confidence in our commitment to execute that plan with your best interest at heart. With over 35 years of experience we started Twin City Private Wealth with YOU in mind and would love to be a part of your financial success.

– Eric, Joe & Travis

Retirement Planning Made Simple