Twin Rivers Wealth Management - Sacramento, California

Twin Rivers Wealth Management is a reputable financial planning firm located at 1783 Tribute Rd D, Sacramento, CA 95815. The company specializes in providing comprehensive financial planning services to help clients achieve their long-term financial goals. Their dedication to personalized service and expert guidance has earned them a strong reputation in the Sacramento area.

One of the key features of Twin Rivers Wealth Management is their wheelchair accessible entrance, parking lot, and restroom, ensuring that individuals with disabilities can easily access their services. It is recommended to make an appointment prior to visiting the office, as this can help streamline the consultation process and ensure that the client receives undivided attention from the financial planner.

The company has received positive feedback from clients, with an average rating of 5/5 based on 4 reviews on Google My Business. Clients appreciate the personalized approach and the genuine care that the financial planners at Twin Rivers Wealth Management demonstrate in helping them make informed decisions about their financial future.

To learn more about Twin Rivers Wealth Management and their services, you can visit their website at tr-wealth.com. You can also reach them directly by phone at 65452580.

👍 Reviews of Twin Rivers Wealth Management

James M.

5/5

My experience with Twin Rivers Financial has been great. I have nothing but good things to report. Each person I have encountered there has been knowledgeable, professional, and responsive. Every conversation has been one in which I have been heard and follow up action is always done rapidly.
I feel the guidance I have been given is sound and is in concerns of me, the client first. Often, they have gone over and above in their scope looking at my financials, retirement and other aspects that concern my over-all picture in a holistic approach. Examples have been providing resources for Mortgage refinancing, Fiduciary Services and even attending a meeting to check out an attorney who wrote up my estate documents.
I have gained a good sense as I head into retirement in a few years that everything is on target and that I will have enough to carry me through those years. Having that knowledge is such a great feeling to experience!

Linda M.

5/5

I couldn’t be more happy with Twin Rivers wealth financial planning services. They have developed a plan for me that takes into account the changing market and my needs. I appreciated the decisions they made during COVID which presented a difficult time in everyone’s life. They are highly trained and professional planners. They brought up scenarios I would never have thought of myself. They always have a smile for me and I can tell they have my best interests in mind.
I fully trust my money with them because of their honesty, dedication, and reliability.

J A. F.

5/5

A++ I cannot recommend Twin Rivers highly enough! Their mission statement says it all: no matter how big or small your portfolio and financial situation, they will treat you with respect, compassion and personal attention and commitment to help you reach your financial and future goals. I became a client (when other companies weren’t interested) with a not overly huge portfolio and Twin Rivers (a huge thanks to Anthony Wright and Peter Moulton and the entire staff) have treated me with the utmost courtesy and attention. They listen, they care and I know and trust that my funds are in safe, capable and expert hands. Their fees are extremely reasonable and they exhibit total transparency - I’m a client for life! They’ve been responsive and attentive to my questions and concerns and have also assisted with my estate planning. I recommend them highly – you won’t regret your choice with these highly professional and qualified people. They have major skills. I'm lucky to have them as an advocate and on my side.

Jane A.

5/5

I met Anthony Wright informally and we connected right away. When I found out he was a financial planner, I asked to meet with him. He is very detailed, organized, thoughtful, but most importantly he was able to explain financial concepts to me in a way that I understood. I believe this firm cares about its clients and their financial success.