What We Do. Why We Do It.

At Twin City Private Wealth, Your Success is a Team Effort!

Twin City Private Wealth was founded with a goal of both serving and educating those who are preparing to retire or have already retired. Our company is proud to be based in downtown Winston Salem and gladly serves families throughout the Piedmont Triad area and surrounding counties. At our firm, we help clients reach their most important financial goals by taking a comprehensive approach to retirement and income planning. When serving our families, we strive to provide them with the best possible care and solutions to help them meet their retirement goals. We realize that everyone’s retirement experience is unique, therefore we customize our attention to fit your individual needs.

Our main focus at Twin City Private Wealth is providing the planning and investment tools that will meet our clients’ needs. We create, manage, and monitor investment plans that we believe will help our clients hit both their financial and life targets. We strongly believe in practical planning solutions and we strive to be cost efficient in every thing we do.

Why Work With Us?

Valuable Planning Experience

Because we serve both retirees and pre-retirees, we believe that we are in a great position to help our clients meet their needs because many of them have similar concerns. When you work with Twin City Private Wealth, you'll get comprehensive advice from a team of advisors who are committed to helping YOU make the best choices for YOUR retirement. As a team, we have over 35 years of asset management expertise and have the experience to help make our clients retirement goals a reality.

Disciplined Asset Management

At our investment firm, we have managers who are experienced and use strategies that are both well-planned and adhere to a set of rules. We believe that clients achieve greater success when they have an easy to understand retirement plan that serves as a roadmap to guide them through retirement in an increasingly complex world.

Independence and Objectivity

Because we are an independent fiduciary firm, our loyalty lies with our clients and as a fiduciary we will always work to recommend what is in your best interest. Too often our industry tends to put the financial companies first and the client second. We believe this can create a conflict of interest and so it is crucial that we remain independent so we can provide fair and unbiased opinions.

Communication and Access

To stay in touch with our clients, we use various methods including in-person meetings, virtual meetings, phone calls, mail and email. Our clients appreciate keeping up to date on their accounts and current events that may have an impact on their investments. We also provide clients with internet access to their accounts, in addition to e-mail and paper statements.

Diverse Offerings

We are qualified to work with a wide range of investments because of our combination of licenses, registrations, and specialized education. Our approach, which is driven by our team and network of licensed professionals, takes a comprehensive perspective to planning that considers your insurance, legal, and accounting requirements as well as your investments. In addition, we offer our clients an array of beneficial services that include:

  • Financial Lifestyle Planning tailored to each client
  • Wills, Trusts, and Charitable Giving review
  • Managing Risk and Protecting Assets
  • Keeping Customers Informed and Educated
  • Income Planning
  • Client Appreciation Events

Get in Touch

We Are Your Family Wealth Advisor

301 N Main Street,
Ste. 1902
Winston Salem, NC 27101

Phone: (336) 930-9494