Twin Peaks Wealth Management is an Independent, Fee-Only Registered Investment Advisor serving clients with a Fiduciary Standard of Care.
Twin Peaks Wealth Management, LLC ("Twin Peaks") is an Independent, Fee-Only Registered Investment Advisor ("RIA") offering the following services to clients with a Fiduciary Standard of Care: • Investment Advisory Services. • Financial Planning & Consulting. • Employer-Sponsored Retirement Plan Consulting & Fiduciary Services. Twin Peak’s Owner and President, C Scott Cheney, ChFC®, CLU®, CASL®, CFP,® is a CERTIFIED FINANCIAL PLANNER™ and has served clients in the financial services industry since 2002. Twin Peaks is a “fee-only” advisor, which means that advisory fees are the only source of compensation received for advisory services and no financial products for a commission. For more information, please visit www.twinpeakswealth.com