Twin Rivers Wealth Management

Name: Twin Rivers Wealth Management
Address: 1783 Tribute Road, Sacramento, CA, 95815, US
Telephone: (916) 545-2580
Price range: $$$
Rating: 5

Compassionate financial planning for your family's future in Sacramento.

5(5 reviews)

financial-advising

$$$

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About

Twin Rivers Wealth Management provides expert financial advisory services in Sacramento, focusing on personalized portfolio management, tax planning, and retirement strategies. The team, led by professionals like Anthony Wright, combines technical expertise with genuine compassion to help clients navigate complex financial situations. They offer holistic guidance, including estate planning and fiduciary services, ensuring clients feel secure and supported in achieving their long-term goals.

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Location

1783 Tribute Rd D, Sacramento, CA 95815, USA

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Information

1783 Tribute Road

Sacramento, CA, 95815

(916) 545-2580 www.tr-wealth.com/

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Services

Portfolio Management

Personalized investment strategies tailored to your financial goals and risk tolerance.

Retirement Planning

Comprehensive retirement analysis and planning to ensure financial security in your later years.

Tax Preparation and Strategy

Expert tax services to optimize your financial situation and minimize liabilities.

Estate Planning Assistance

Guidance on estate documents, fiduciary services, and legacy planning for your family.

Holistic Financial Consulting

Integrated advice covering mortgages, investments, and overall financial health.

5.00 · 5 reviews

Overall rating

Tracy Regis

via Google

· 9 months ago

My husband and I have been working with Anthony at Twin Rivers for several years, and I cannot recommend him highly enough. Anthony handles everything from managing our portfolio to doing our taxes. He always takes the time to explain the details and answer our questions. Even repetitive ones! I also want to give a shout-out to Sonya, who works alongside Anthony; her responsiveness and dedication are evident, and she is a fantastic asset to the team. What truly sets this entire team apart, however, is their compassion. Anthony also helps manage my stepfather's accounts for me (as I am his POA). Recently, I faced a stressful family situation that came with a heavy administrative burden. Anthony, Sonya, and the rest of the team went above and beyond to help me navigate the logistics and manage the process smoothly. It is rare to find a financial team that combines technical expertise with such genuine compassion. If you want advisors who will look out for your family’s investments and best interests in every sense, go with Twin Rivers.

Linda M

via Google

· 3 years ago

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.

Jane Adams

via Google

· 4 years ago

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.

James Madden

via Google

· 6 years ago

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!

J Anne Ferrero

via Google

· 6 years ago

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.

TaxMax Services provides comprehensive tax preparation, consulting, and financial planning in Sacramento. Specializing in business and personal taxes, the team offers expert guidance to navigate complex IRS and state tax issues, including amendments, audits, and penalty resolutions. Known for personalized, thorough service, they ensure accuracy and advocate for clients with professionalism and care.

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