A la carte financial planning package starting at $8,000-$14,000. Twin Peaks delivers this engagement in 180 days or less. Services include goals and cash flow planning, investment planning, equity compensation, retirement, insurance and family planning, and tax planning.

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Offer

Complete Package

A la carte financial planning package starting at $15,000-$40,000. Twin Peaks delivers this engagement in 180 days or less. Services include goals and cash flow planning, investment planning, equity compensation, retirement, insurance and family planning, and tax planning. The Complete Package includes alternative investment strategies, concentrated stock strategies and liquidation planning, tax coordination with your accountant, annual gifting and charitable giving, and estate planning review.

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Offer

Done For You Ongoing Engagement

Our most comprehensive offering with 360 management of your finances. Includes financial planning, ongoing investment management, and all other unique financial needs, such as estate planning and special tax coordination. $2,000,000 minimum with TPWA.

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Services

8 services · 4 categorys

Estate Planning

$6,500

Financial Planning

Financial Planning, A La Carte

$6,000

Investment Management

Ongoing Investment Management

Pre and Post IPO Planning

$5,000

Pre and Post-IPO Planning

Wealth Management

About

Hours and details

Twin Peaks Wealth Advisors provides personalized financial planning and investment guidance, with a focus on needs analysis, life insurance, retirement, and survivor-income planning. Led by credentialed advisor Tushar Kumar, the firm helps clients evaluate resources and prepare for long-term financial security.

Business and professional services