Our Process

What Makes Us Different?

At Twin City Private Wealth, our proprietary Retire Well Roadmap process is designed to help our clients achieve clarity and confidence during their retirement years. We use various financial tools, including stocks, bonds, ETF’s and alternatives. We may also use insurance products, to help protect a portion of your retirement assets from market risk and help you save for the retirement you envision.

Traditionally, financial planning has been primarily focused on clients investable assets. The Retire Well Roadmap process takes a holistic view of your retirement plan which includes investment planning, but also includes other initial areas of planning such as estate, tax, healthcare and income planning. Here’s a look at our Retire Well Roadmap process and some of the components that may help you realize your ideal retirement.

The Retire Well Roadmap Process


The sole purpose of our initial meeting is to get to know one another. During our conversation, we will focus on your specific needs and what your savings can do for you. We also will gather your financial information for us to review.

Analyze & Strategize

Between our first and second meetings we will review and analyze your financial information to help create an effective, long-term investment strategy that is custom tailored to your specific needs.


During the second meeting, we will share your personalized Retire Well Roadmap plan.


During this phase, we begin implementing your Retire Well Roadmap. We will maintain constant communication to make this process quick and easy for you.

Monitoring & Adjusting

We monitor your accounts regularly and update your existing strategy as needed to help ensure it is still performing in a way that meets your goals. We do this with timely communication and regular reviews.

Get in Touch

We Are Your Family Wealth Advisor

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

Phone: (336) 930-9494