TWH wealth management

TWH is a wealth management company that helps you achieve your financial goals and live your best life. Whether you are looking for retirement planning, investment advice, estate planning, or tax optimization, we have the expertise and experience to guide you through every stage of your financial journey.

Our Services

We offer a range of services to suit your needs and preferences, such as:Retirement Planning: We help you plan for a comfortable and secure retirement, taking into account your income, expenses, lifestyle, and risk tolerance. We also help you optimize your social security, pension, and annuity benefits, and create a withdrawal strategy that minimizes taxes and maximizes returns.
Investment Advice: We help you build a diversified portfolio that aligns with your goals, time horizon, and risk appetite. We also monitor and rebalance your portfolio regularly, and provide you with timely market insights and updates.
Estate Planning: We help you protect and transfer your wealth to your loved ones and causes you care about. We also help you minimize estate taxes, avoid probate, and ensure your wishes are honored.
Tax Optimization: We help you reduce your tax burden and take advantage of tax-saving opportunities. We also coordinate with your CPA and other professionals to ensure your tax strategy is integrated with your overall financial plan.

Our Process

We follow a simple and transparent process to deliver personalized and comprehensive wealth management solutions to our clients. Our process consists of four steps:Discovery: We get to know you, your financial situation, your goals, and your preferences. We also gather and analyze your financial data, such as your income, expenses, assets, liabilities, and tax returns.
Planning: We create a customized financial plan that addresses your specific needs and objectives. We also present and explain our recommendations, and answer any questions you may have.
Implementation: We execute your financial plan, and handle all the paperwork and logistics. We also coordinate with your other advisors, such as your CPA, attorney, and insurance agent, to ensure a smooth and seamless implementation.
Monitoring: We review and update your financial plan regularly, and make adjustments as needed. We also communicate with you frequently and provide you with reports, statements, and newsletters.

About Us

TWH is a wealth management company that was founded in 2020 by Thomas Hynes, an experienced and certified financial advisor. Our mission is to help our clients achieve their financial goals and live their best life.
We are a fee-only, fiduciary, and independent firm, which means we do not receive any commissions or incentives from any third-party products or services. We also act in the best interest of our clients at all times and provide unbiased and objective advice.We are a small and friendly team, and we treat our clients like family. We value trust, honesty, and integrity, and we strive to provide the highest level of service and satisfaction.We are passionate about what we do, and we love to see our clients succeed and thrive.

Contact Us

If you are interested in working with us, or if you have any questions, please feel free to contact us. You can call us at +12029602931, email us at thynes23@hotmail.com, or fill out the form below. We look forward to hearing from you and helping you achieve your financial goals and live your best life.