Choosing the right financial advisor can be pivotal for your financial success. We believe you’ll find that Twin Peaks stands apart in several key areas.
As an Independent RIA, Twin Peaks is free to offer customized, non-proprietary solutions solely in its Clients’ best interest and is held to a Fiduciary Standard of Care. A Fiduciary Standard of Care means, in part:
- Put the client's best interests first; and
- Disclose and fairly manage all material conflicts of interest
Expertise and Experience
Twin Peak's founder, C. Scott Cheney, has more than a decade of experience serving clients with a wide range of goals and personal circumstances. C. Scott Cheney has earned numerous professional designations, attesting to his commitment to provide client the highest level of guidance and service.
Committed to Personal Attention
Too often, advisory firms’ growth comes at the expense of client service. Twin Peaks is designed differently. At the core of our mission is sustaining a high level of personal attention and service. That's why we have committed to serving a limited number of clients.