CRD: 286372
Twin Cities Wealth Strategies, Inc.
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- Custodian
- American Funds · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-15-2017
- Office Locations
- 1
Office Locations
About Twin Cities Wealth Strategies, Inc.
Twin Cities Wealth Strategies (TCWS) provides comprehensive financial planning and ongoing wealth management, including retirement/Social Security, and proactive tax, estate, and philanthropy planning. The firm emphasizes long-term, passive, evidence-based investing aligned to client goals and values through its EVOKE Financial Life Planning Process, led by a CFP® professional acting as a fiduciary. Clients can also use its “Elements” scorecard to track key financial vitals.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANA JOSEPH MENARD
Advisor, Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #4532311
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,497,465 | -- |
| Non-Discretionary | $3,969,860 | -- |
| Total | $29,467,325 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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