I founded Twin Peaks Wealth Management with a single mission: to help couples and individuals in Salt Lake City and beyond make smart decisions about their retirement.
You will find no cookie-cutter approaches to wealth management here. Rather, you will receive comprehensive financial and investment strategies based on your goals. As an independent investment advisor, I complement this goals-based approach with experience, expertise, and a commitment to your best interest.
Scott Cheney, CFP®, ChFC®, CLU®, CASL®
Founder, Twin Peaks Wealth Management
Have I actually saved enough to retire?
How do I avoid making investment decisions that harm my retirement?
How do I create the cash flow that I need to support retirement?
Will the sale of my business fund a comfortable retirement?
How can I use my inheritance to create a secure future?
I work with couples and individuals who want to make wise financial choices about their retirement. Pre-retirees and retirees who appreciate the accessibility and personalized service that only a small, independent advisory firm can offer. By partnering with you, I devote time and attention to helping you attain your goals for retirement and free you to enjoy this next chapter of your life.
I do things differently at Twin Peaks Wealth Management. I have no interest in being a big firm where my clients become names in a file. I seek long-term relationships with a small group of clients because that is how I can best provide personalized service and accessibility. That being said, local service doesn’t mean limited solutions. I deliver global strategies, as well as deep expertise, to help you achieve your goals.
As a certified wealth management advisor, I offer premier investing services to clients like you—all with the goal of securing a bright financial future for you and your loved ones. Always taking a hands on approach, I provide expert guidance at every step of the wealth management process.
