Twin Peaks Wealth Management, LLC


Twin Peaks Wealth Management, LLC is an independent investment advisor located in Salt Lake City, Utah. We provide wealth management, financial planning, and retirement plan consulting services for individuals, families and employers.


Our goal is simple: To help you achieve success. We do that by providing completely independent, objective guidance and support that is underpinned by deep expertise and experience.


At Twin Peaks Wealth Management, you'll never be reduced to an account number or insurance policy. We take pride in our accessibility and personal service. After all, strong relationships are the foundation of success--and your success is the sole reason we're here.


Investment Advisory Services

Investment Management to grow and preserve your wealth 

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Financial Planning & Consulting

Define goals, create a roadmap, implement recommendations, review

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Retirement Plan Consulting

Consulting and fiduciary services for employer-sponsored retirement plans

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