Know we are in great hands with Twin Peaks. Great advisers and spend the time to get to know their clients and their long term goals. Really appreciate the level of support provided.

When I began searching for a financial advisor, I wasn’t just looking for someone to manage my portfolio—I was looking for a true partner. I wanted someone who would not only listen to my ideas and perspectives, but also engage in thoughtful dialogue about what I was reading and observing in the market. From the start, Twin Peaks Wealth Advisors have demonstrated a genuine interest in understanding my financial goals and personal approach. They listen attentively, ask questions, and offer sound, well-reasoned recommendations that reflect both their expertise and a respect for my input. I’ve learned a great deal through our conversations, and I always feel like I’m part of the decision-making process. If you are looking for financial advisors that will truly partner I recommend Twin Peaks Wealth Advisors.

Love Twin Peaks Wealth Advisors! My wife and I have been working with TPWA for several years and have had nothing but a phenomenal experience. From financial advising to life planning, they provide a comprehensive support structure that has made my life easier. I would strongly recommend TPWA for your financial planning and wealth management needs!

We have been clients of Twin Peaks since 2018. Tushar and Vishal are a dynamic duo that we have a great deal of trust and respect for. They have guided us as our family has grown from one child to three. They are up to date with the latest market activity and have a very strong knowledge base to help you prepare for your financial goals, whatever they may be! Their true passion for not just their work, but also their clients is demonstrated through the efforts they put forth to get to know you and also create a community for their clients. We are lucky to have been referred to them and continue to refer them to others in need of financial planning and wealth management.

-

A year ago, we switched from our long time financial adviser, whom we liked very much, to Twin Peaks because we wanted a more personalized and diversified approach than we were getting at a large financial institution. We are so glad we made that decision, as Twin Peaks has provided exactly what we were looking for, and more. We are extremely pleased with the advice we have received as well as the professionalism, responsiveness, nimbleness, and sophistication of the Twin Peaks team. We are also impressed by their digital platform, which is seamless and easy to navigate. Twin Peaks’ steady hand and sound advice are particularly important given the current market volatility. Vishal, Brian, and the rest of the team are a pleasure to work with. Highly recommend.

I am incredibly impressed with Tushar and his team at Twin Peaks. As wealth managers, they exemplify professionalism and dedication. Their attention to detail is truly outstanding; you can tell that they take the time to understand every aspect of their clients' financial situations. What sets Tushar and his team apart is their commitment to communication. They continuously keep us in the loop, providing timely updates and thorough explanations that make us feel confident in our financial decisions. We never feel out of touch with our investments or strategies. Above all, their genuine care for our financial well-being shines through in every interaction. It's clear that they have our best interests at heart, which creates a trustworthy and reassuring environment. I wholeheartedly recommend Tushar and the Twin Peaks team to anyone looking for a wealth management partner that truly prioritizes their clients.

As retirees we’ve consistently received great feedback on our accounts and guidance on what direction we need to take on our investments. Their immediate response to whatever we request is always professional and well done. We couldn’t recommend a better organisation to manage our investments. Thomas and Deborah R

The most knowledgeable and professional advisors I’ve ever worked with.

Tushar, Brian, and Diane are superstars - we are honored to have them to guide us through these uncertain times, and their service is five star. We are fortunate to be in their care!

TPW is a trustworthy, effective firm that I would recommend any loved one to work with.

The Twin Peaks team is fantastic. I’ve worked with them for several years, and they are very knowledgeable, professional and courteous, and their guidance has had great impacts for me. I absolutely recommend working with them.

I have been working with Twin peaks Wealth advisors for more than an year and I should say their commitment to service is phenomenal. More than being Financial advisors what exceeded my expectations was they are there to spend time with me and advise me on many matters related to Finance above and beyond investments. I wouldn’t have learnt a lot of these subjects without their help. Very reachable advisors and that makes me feel that I always have a support system in place to help my financial needs. In addition to all these, I love their flexibility when it comes to wealth management based on my goals and personality and at the same time being honest about their feedback on what I should be doing and shouldn’t be. This encourages open ended communication and win-win situation. Strongly recommend Twin peaks Wealth Advisors for your financial planning and wealth management needs.

I really like Twin Peaks. They are so responsive and they know what they are doing. I have a lot of confidence in their skills and have helped my retirement journey immensely. I can relax knowing g my Finances are in good hands. You can’t really say that about too many companies, but you could definitely say it about them.

While I'd love to give this company 5 stars, they decided to drop me suddenly as a client - arbitrarily and insensitively increasing their minimum portfolio. They also raised their rate / fee for me halfway through our working together. Would not recommend.

I had a great time getting in touch with Brian and being able to unwind with a good couple hours of Top Golf. I'd love to do it again with good food and drinks and practicing my swings! It is always fun to go out with these guys. I appreciate very much the invitations from the company to establish a great relationship.

We've been working with Vishal and Tushar for a decade now. We trust them with not only our larger long term investments but have also over the years run nearly every financial decision by them. Nothing is too big or too small. We've an open, honest and mutually respectful relationship and trust them implicitly. We've recommended many of our friends to them over the years and look forward to nurturing our relationship with Twin Peaks for many more years to come.

We feel very lucky to be working with Twin Peaks Wealth Advisors. Everyone on their team is thoughtful, knowledgeable, kind, patient, and engaging.

Great team with exceptional expertise helping you manage and invest your funds. I highly recommend working with them!

I highly recommend Vishal and Twin Peaks Wealth Advisors! Vishal provided detailed explanations of investment options, ensuring I felt comfortable moving forward with the best choices for me. He keeps us informed regularly, always checking in, and has a strong vision for multi-investing. #WealthManagement #Investing #FinancialAdvisor

The team at Twin Peaks WA have been incredibly helpful in my journey to financial security. They have answered all my questions professionally and have given me great advice. I highly recommend them for all your financial needs and planning. Disclosure, I will be an employee of the firm in mid September ’24.

I feel at ease knowing that Brian is my financial advisor. He takes the time to explain everything to me in layman terms. I highly recommend Brian & Twin Peaks Wealth Advisors for your investment needs!

-

We have used Twin Peaks since they opened. Our advisor, Brian Nguyen is amazing! He has guided our investments and has been spot on! He’s professional, honest and personable. We love him! We have recommended Brian and will continue to do so.

I've worked with TPWA for many years now, and I've always been very pleased with the service I receive. They've always been immediately responsive to questions and requests, available and open whenever I'd like to review things. They have demonstrated excellent knowledge in financial planning and investing strategies, with an exceptional ability to tailor that to my evolving goals and circumstances. Highly recommend this team!

I have been using TPWA’s help with financial planning since the last couple of years. They’ve been a huge help in making us understand and manage our finances better. The team is easy to talk to, responsive and clear with their guidance. Would highly recommend!

I've relied on Twin Peaks Wealth Advisors for financial guidance and managing my portfolio, and I couldn't be happier with them. They are responsive any time I have questions, and they take time to listen to my concerns.Their transparency and professionalism are unparalleled and I always feel informed and confident when making decisions. Vishal and his team are not only knowledgeable but also incredibly friendly and trustworthy. I highly recommend them for anyone seeking reliable financial advice.

I am very pleased with the management of my financial accounts and advice that I have received from TPWA. They are a very agile and dynamic team.

We have worked with Tushar and Vishal for over 10 years, and have always had a very positive experience and a very good professional relationship. Highly recommend!

I absolutely trust these guys! They have always demonstrated an excellent understanding of my financial needs and goals, as an individual and a parent. Their advice at each stage has helped me learn and navigate the investment and saving opportunities available to me, and plan accordingly. I have complete confidence in the Twins' and their professional abilities. Their advice is always clear, relevant and prudent.

I've worked with Tushar and Vishal for over 13 years and they continue to give me white glove service. I know I'm not their biggest client but they always make me feel like I am. They come prepared to our quarterly meetings with solid insights about what's next for our investment strategy. And most importantly, I'm very satisfied with my returns. Couldn't recommend Twin Peaks more!

Twin Peaks Weather Advisory has been awesome! They’ve not only managed my finances expertly but also educated me along the way. Thanks to them, I feel confident about my financial future. The team is professional, knowledgeable, and always there when I need them. I highly recommend their services!

The TWA team is highly knowledgeable, responsive and a pleasure to work with.

Great financial planning, great team. Very responsive, you'll get email/phone responses super quick. I enjoy our time together discussing the future and planning goals

Such a nice group of people with a real family-ethos to their business.

Exceptional Team !. It is great to work with Tushar, Vishal and the entire Twin Peaks team. I am extremely pleased with their services - knowledgeable, professional and always have my best interests in mind. What also sets them apart is their availability, along with their commitment to clear and transparent communication. I highly recommend them.

This is a great firm to work with.

With their expertise and proactive management, Twin Peaks WM has been an invaluable partner in our retirement planning. Our portfolio has consistently outperformed our expectations year after year.

The Twin Peaks Wealth Advisors team is amazing. They've supported us with personalized advice and strategies, and have been incredible partners to us on our financial journey for several years. We recommend a conversation to any friends and colleagues who are at a critical stage of evaluating whether a financial advisor is the right choice for them.

We have benefited greatly from having TP manage our investments. They are proactive, punctual, and professional in their approach with excellent follow through. They worked with us to understand our goals and created a portfolio that matches our interests and values. For us they have taken the stress out of tracking our investments.

Twin Peaks Wealth Advisors and Brian Nguyen, our main contact has been extremely helpful to many of our estate planning clients that often need ancillary and related services. We often work with high net worth clients (many of whom work at tech companies that receive large compensation packages). Instead of giving generic advice, we prefer to refer our clients to other reputable professionals if we can't help them out. Mr. Nguyen has been extremely helpful in providing competent and valuable advice; We know this because our clients later call us and thank us for the referral. We highly recommend this firm for all your financial planning and asset management needs.

I’ve been working with Twin Peak for almost two years now. Brian Nguyen is my trusted financial advisor and very helpful in planning, managing and investing my money. He was very helpful in assisting me in dealing with my company stock options after I retired . He has been periodically updating me on the performances of my investments. Thank you Brian!

Brian has been a great financial advisor in helping me navigate the complex world of investments. He distills the information to make it understandable and provides the best advice based on me and my family future financial goals.

Great team that I count on for my retirement planning. I have worked with them for over a year and am very satisfied with products and service based on my investment objectives.

I can't recommend Brian highly enough as a financial planner. He's been an absolute game-changer for me, especially when it comes to navigating the often-confusing world of investments. Brian's knowledge is truly impressive. He took the time to patiently educate me on different investment options, making sure I understood everything before making any decisions. But Brian's expertise goes beyond just investments. He's also been a fantastic resource for my small business. He helped me maximize my retirement contributions, ensuring I'm on track for a secure future. Additionally, his tax-saving strategies have been a major win! Overall, Brian is a fantastic financial planner who combines expertise with a genuine desire to see his clients succeed. If you're looking for someone to help you navigate your finances with confidence, Brian is the guy!

Been client since 2022 ! Brian Nguyen is my financial advisor , you can count on him and goes beyond to meet your needs .

We have been clients of Twin Peaks since 2018. Tushar and Vishal are a dynamic duo that we have a great deal of trust and respect for. They have guided us as our family has grown from one child to three. They are up to date with the latest market activity and have a very strong knowledge base to help you prepare for your financial goals, whatever they may be! Their true passion for not just their work, but also their clients is demonstrated through the efforts they put forth to get to know you and also create a community for their clients. We are lucky to have been referred to them and continue to refer them to others in need of financial planning and wealth management.

Twin Peaks Wealth Advisors truly set the standard for Wealth Planning. They are terrific advisors, provide valuable insights and are always client focused.

-

Very knowledgeable advisors with great client service - I trust them with my savings and planning my future!

I’ve been working with twin peaks now for 2 years. They’ve really helped me with financial forecasting, planning, understanding stock and equity options, connecting me to tax accountants, and diversifying my account. I feel much more financially literate! Vishal is also very friendly, organized, responsive, and his team hosts a lot of fun events! It’s been wonderful working with him and I’d recommend Twin Peaks to friends and family interested in a financial advisor.

Great service and performance. I’ve been working with them since they started and they’ve always done well vs the market and met my goals.

I have known Vishal and Tushar since they started and have seen how they have successfully grown their business with their clear and direct communication style and the structure they bring to proactively address financial matters. You're in good hands with them.

Twin Peaks Wealth Advisors is a great firm - professional, responsive, and personable, Vishal and Tushar are wonderful to work with.

Twin Peaks have been a BREEZE to work with! They are committed to their craft and it shows in their professionalism and deep knowledge in financial planning & management. I would without hesitation recommend them to any friends or family looking for financial guidance that want to feel confident about their choices!

When it comes to writing a review of financial planning or more specifically a wealth advisor, my first thought is that I would need time to determine how well my decision was. In the case of TPWA I can say I am confident in my decision from the beginning. The advisors assigned to me are professional, knowledgeable, and are excellent at making sure I understand everything we are doing and working towards. The support staff are what makes this relatively small firm the powerhouse it is. They are prompt, experienced, and take ownership. I can give TPWA 5 stars and I am thankful to have this team help me reach my goals!

Best!

Twin Peaks Wealth Advisors are the real deal! They don’t just offer one-size-fits-all solutions. Instead, they take the time to understand your unique financial situation, goals, and aspirations, and tailor their recommendations accordingly. What I love most is their follow-through and wide variety of expertise. Their services cover every aspect of finance whether it's investing, retirement planning, estate planning, or insurance, they’re on it. They’ll even meet with your CPA for tax planning. You can tell that they’re not just in it for the quick fix – they're with you for the long haul.

Twin Peaks Wealth Advisors have provided exceptional service. As their clients for the past 15 years, we have consistently been impressed with their expertise and dedication in managing our funds. Whether it's our children's 529 plan, 401(k) management, or mutual funds, they have delivered outstanding results. I wholeheartedly recommend their services to anyone in need of reliable and proficient financial management.

Vishal, Tushar & team come with deep expertise in financial planning and provide that extra level of care, support and availability for their clients that really makes the difference. It's been a pleasure getting to know Vishal, as he is professional, resourceful, and invested in your success.

Vishal and his team are great at what they do. They are knowledgeable, resourceful and care about their clients. Wonderful to work with!

Nothing but the highest praise for Tushar and Vishal. They have been so helpful for financial and wealth planning for me and my wife. They're super knowledgable, responsive, and friendly. I've known them since college (almost 20 years) and honored to call them friends and advisors!

Been working with TPWA for the past 5 years. Vishal has been amazing in helping us achieve our goals. Easy to communicate with and always available. Highly recommend

Twin Peaks Wealth Advisors has helped to provide guidance on some of the most important financial decisions in our lives. I highly recommend the team of Tushar and Vishal Kumar and their broader staff.

Twin Peaks has helped me tremendously with financial literacy and achieving my financial goals. I have not been too keen on financial terminology and I always thought saving in my bank account would get me to where I need to be. After working with Twin Peaks, they have answered all of the questions that I had, but more importantly, helped me build an investment plan to get me the down payment for house as well as set up accounts to take care of my family for the future. They definitely make the impossible happen and make the “hard to understand” easily digestible. I would definitely recommend Twin Peaks to everyone looking for help with finances!

The Twin Peaks team brings a fresh and fun perspective to financial planning. The advisors have not only given me critical advice but become trusted friends. I’ve especially appreciated working with the women on their team who understand my needs and go the extra mile to make me feel comfortable. Overall, it’s been a great experience. Highly recommend!

My advisors proactively offer new investment ideas to diversify my portfolio and help me reach my financial goals. I especially love their strategy to help me save capital gains taxes on RSUs. They pride themselves on being there for my family at every life milestone. They are knowledgeable and trustworthy but differentiate themselves from other advisors by caring about their clients like family.

Vishal is an incredible entrepreneur and founder with a heart of gold. We met via Instagram through a simple cold DM and instantly connected on so many topics. You never know when and where you can meet people so always be open minded. Vishal has created a ton of value for entrepreneurs and tech folks between Silicon Valley and Silicon Alley. I wish him and his brother plus team the very best. Hustle on.

Would work with this team again in a heartbeat! Highly recommend.

-

Vishal and his brother are thorough, smart, meticulous and care about clients. Financial planning is a serious endeavor, and requires high-level professionals. On that note, Twin Peaks delivers without a doubt!

Trusted friend and industry colleague

Vishal and the Twin Peaks team are fantastic to work with. Their professionalism, relationship management, and sound financial advice make them a triple threat in the industry

Incredible to work with! Professional, transparent and a true expert.

Twin Peaks is fantastic! They really help people understand and manage their finances and long term wealth better. The team is super nice, professional, and well-connected. They genuinely care about their clients and provide authentic, personalized advice. Highly recommend them!

Big fan. Professional, sharp, and deeply client centered.

This team is pure class. They are thoughtful, supportive, and responsive. And of course, they do a great job building wealth for you and your family

Excellent use of technology with their very informative on demand portal. They understand tech and complexities of tech compensation that is not so easy to risk manage against your inclination to double up risk in the same space as your work life. Helped me avoid taking unnecessary risks in my personal investing. Also helpful in other areas of importance such as wills trusts and life insurance. They are tax savvy in their advice and know when to direct you to outside professionals. Chemistry is important in a trusted relationship to want to open up personal details. Connected well with both husband and wife at our respective levels of interest and concerns. Fees are in line with others and you do get better continuity of professional on your account in a boutique firm. Most importantly they take you as a client early in your investing journey and that saves you from many unrecoverable rookie mistakes. There client meetings and social events are at convenient locations both on east coast and west coast. Five star is not easily given but well deserved in this case.

Twin peaks wealth advisors has advised me to invest in a good business.

-

TPWA has helped me sift through the noise and come up with a plan to meet my financial goal. They are easy to contact, easy to work with, and easy to understand - everything about their process is simple, educational, and helpful! Highly recommend.

-

They are amazing financial advisors! An elderly couple who are family friends of my parents needed their estate plans done and Twin Peaks was immediately there to help with every step of the process. My family friends were so grateful to have their long-overdue estate docs finished in a timely and satisfying manner. Seeing them happy made me very happy :) Twin Peaks even sent a personalized notary to the couple’s home to make the estate planning process as smooth and convenient as possible. They also gave the couple a free drinking cup and hand bag! No other wealth management firm I know in the Bay Area cares that much about their clients like they do. Meticulous attention to detail and efficient time management. 10/10 stars

Great advisors who are very hands on and helpful. Really enjoy working with them.

Great and comprehensive financial planning services

TPWA has been my advisors for years. Love the detailed attention that you offer your clients.

Solid advisors always keeping the client’s best interest in mind!

There is an overflow of information and resources available online about wealth management, much of it is flat out wrong or not applicable to my circumstances. The team at Twin Peaks helped sift through the noise and educate me using high quality materials and sound guidance.

   

Twin peaks is my wealth advisor for more than 10 years. They have done financial-life planning and investment management to cover the whole picture, from design through implementation. They have created a custom comprehensive plan which works for my situation. They have addressed all services that I need as I am approaching retirement such as estate planning, tax minimization, and legal guidance, in addition to investment management. They will walk with me through good times and bad, keeping my future financially secure, well-managed, and well-planned. I feel safe and secure because of their excellent track record of great service

-

Love working with this group! They are always available, are clear and confident, and really help adapt their advice around what I want rather than just repeating the same generic facts to everyone. Financial planning has never been my strong suit but with my advisor at Twin Peaks, I feel really safe to ask questions and share my opinions to get the most out of my money the way that I want.

Great Advisors!

Fantastic advisers. Highly recommend.

Amazing team! 100% recommend

TPWA are always so responsive! Love working with Vishal!!

World class financial professionals with a passion for helping people work towards optimal outcomes and reach financial goals.

This business is truly 10X and the best team I have ever dealt with. They are dedicated to SUCCESS!!!

Great Advisors

We have been working with TPWA for over a decade now - they are very knowledgeable and are a pleasure to work with. Highly recommend

-

Excellent service.

-

-

They just emailed me out of the blue to get me to use their business. Sounds like a scam