FAQ

Yes. As a fiduciary, we put your interests above our own, disclosing fee structure, compensation guidelines, and any other (potential) conflicts that could influence your decision to use our service.

Our fee structure can be found on the Pricing page.

Our services can be found under the Work With Us tab.

We work with affluent individuals and families guiding them to achieve their ideal financial future. We also have a division called Federal Retirement Services that serves the retirement needs of Federal Employees nationwide.

Our holistic approach strives to give you the highest probability of success in achieving your financial goals. Through extensive research and a disciplined strategy, our investment management approach is essential in how we help make your ideal financial future your reality.

We meet annually for your account review, where we update your “On-Track Scorecard” and discuss any other topics you’d like to cover, always with your financial goals in mind. For more details, please visit The Lifetime Wealth Process™ on our Work With Us page. Additionally, we host quarterly client events and share various volunteer opportunities and updates through quarterly videos from our CEO.

Yes and yes. You will exclusively meet with your dedicated advisor for account reviews to discuss investments and financial planning goals. Our client service team will periodically reach out for account information or other client engagement opportunities that may arise.

Here at TWM, you’re more than just a client—you’re family. Our mission is to empower you with the knowledge and tools needed to confidently achieve your financial goals. We define success by maximizing your chances of attaining financial freedom and peace of mind, allowing you to focus on what truly matters in life and build a future you love.