Securing your financial future, one relationship at a time
Meet Scott Cheney, Founder and Certified Financial Planner
With over two decades of experience in wealth management, Scott Cheney established Twin Peaks Wealth Management in 2002 with a vision to empower individuals and couples in and around Salt Lake City to achieve financial security in retirement. His personalized and accessible approach to financial planning sets him apart in the industry.
Our Approach: A Personal Roadmap to Retirement Freedom
Twin Peaks Wealth Management proudly rejects the 'one-size-fits-all' approach to wealth management. Instead, we take the time to understand your unique circumstances, goals, and aspirations to create a customized plan that aligns with your aspirations.
1. Comprehensive Financial Planning
- Goal-driven strategies based on your individual circumstances and aspirations
- Assessment and analysis of your financial situation
- Development of a personalized financial roadmap
- Regular reviews and adjustments to ensure your plan remains effective
2. Expertise in Investment Management
- Diversified portfolio construction based on your risk tolerance and goals
- Ongoing performance tracking and optimization
- Collaboration with reputable custodial firms for secure asset management
3. Personalized Service and Accessibility
- Dedicated relationship management with Scott Cheney, your experienced financial advisor
- Direct access to your account information through secure online tools
- Responsive communication and personalized guidance every step of the way
Who We Serve
Twin Peaks Wealth Management works with individuals and couples who:
- Are approaching retirement and seeking guidance to maximize their savings and investments
- Are seeking comprehensive financial planning solutions to secure their financial future
- Desire personalized and accessible service from a trusted advisor
Why Choose Twin Peaks Wealth Management?
- Independent and Fiduciary: We are committed to acting in your best interests, free from any conflicts of interest.
- Experienced and Certified: Our founder holds multiple industry designations and has a wealth of experience in wealth management.
- Client-Focused: We prioritize personalized attention and building strong, lasting relationships with our clients.
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