Twin City Wealth

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

301 N Main St Ste 1902, Winston Salem, N...

Phone Number

(336) 930-9494

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Twin City Wealth

Twin City Private Wealth is a financial advisory firm dedicated to helping individuals and families confidently plan for retirement. They specialize in retirement planning, tax reduction strategies, and estate and legacy planning, catering primarily to pre-retirees and retirees. With over 35 years of combined experience, their independent team of advisors focuses on building strong relationships and tailoring financial strategies to meet the unique needs of each client. Their mission is to provide clarity and confidence in retirement planning, ensuring clients can enjoy their hard-earned wealth.Explore more
Popular SearchesTwin City WealthSIC Code 62,628NAICS Code 52,523Show more

Twin City Wealth Org Chart

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OB
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Client Relationship Manager

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NP
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Manager, Client Services

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EM
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Managing Partner

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JL
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Financial Advisor

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TL
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Co-Founder & Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Twin City Wealth

<$5M
11-50
Private
-
-
OB
Olivia BeasleyClient Relationship Manager
<$5M
51-200
Private
-
2020
N/A
<$5M
11-50
Private
-
2020
LM
Lucas MaffioliVice President, Business Operations
<$5M
1-10
Private
-
2013
RW
Ronald WylieOwner and Principal
<$5M
1-10
Private
-
2020
BC
Brie CoxPractice Manager
<$5M
1-10
Private
-
2022
N/A
<$5M
1-10
Private
-
2016
CD
Cody DeckardChief Operating Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Twin City Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Twin City Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Twin City Wealth.

Twin City Wealth Tech Stack

A closer look at the technologies used by Twin City Wealth

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Frequently Asked Questions Regarding Twin City Wealth

What is Twin City Wealth's official website?
Twin City Wealth's official website is www.twincitywealth.com
What is Twin City Wealth's Revenue?
Twin City Wealth's revenue is <$5 Million
What is Twin City Wealth's SIC code?
Twin City Wealth's SIC: 62,628
What is Twin City Wealth's NAICS code?
Twin City Wealth's NAICS: 52,523
How many employees does Twin City Wealth have?
Twin City Wealth has 11-50 employees
What industry does Twin City Wealth belong to?
Twin City Wealth is in the industry of: Finance, Securities Trading
What is Twin City Wealth competition?
Twin City Wealth top competitors include: CITYDATA, CityCoins, Mitchell + Pahl Private Wealth, Stand With Ukraine KC
What technology does Twin City Wealth use?
Some of the popular technologies that Twin City Wealth uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Twin City Wealth?
Twin City Wealth contact info: Phone number: (336) 930-9494 Website: www.twincitywealth.com
What does Twin City Wealth do?

Twin City Private Wealth is a financial advisory firm dedicated to helping individuals and families confidently plan for retirement. They specialize in retirement planning, tax reduction strategies, and estate and legacy planning, catering primarily to pre-retirees and retirees. With over 35 years of combined experience, their independent team of a... dvisors focuses on building strong relationships and tailoring financial strategies to meet the unique needs of each client. Their mission is to provide clarity and confidence in retirement planning, ensuring clients can enjoy their hard-earned wealth.Read More

Is Twin City Wealth a public company?
Twin City Wealth is private company therefore does not currently have an official ticker symbol
See more information about Twin City Wealth

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