Twin City Private Wealth, LLC

Updated today

Find your advisor

Client assets under management

$151,281,332

Clients

291

13% high-net worth

Advisors

of 10 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$519,867

About

Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals (including high‑net‑worth clients), as well as to corporations, foundations and retirement plan participants. The firm also offers participant account management for held‑away defined contribution accounts via a third‑party platform (Pontera) and may engage sub‑advisers to implement portions of client strategies.

The Adviser develops a client Financial Profile and a tailored Investment Plan and implements portfolios on a discretionary basis using ETFs, mutual funds, individual equities, fixed income, structured products and options. The Form ADV Brochure describes its use of multiple analysis methods (fundamental, technical, quantitative and charting), ongoing account review, and indicates that performance information — including hypothetical results — is provided in its marketing materials.

Compared with many peer team firms, Twin City Private Wealth publicly discloses performance results and hypothetical performance and conducts educational seminars or workshops for clients and plan participants, practices that the Brochure highlights and that are relatively uncommon among similar advisers. The Brochure also discloses the firm’s use of the Pontera platform for participant account reviews and its affiliation with Twin City Private Wealth Insurance Services, through which certain principals and employees may receive insurance commissions.

Client services

Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management

Fee options

Percentage

Up to 1.50% annually, individually negotiated

Main office location

Twin City Private Wealth, LLC

301 N Main Street, Suite 1902

Winston Salem NC 27101, United States

Number of offices

Most active in

North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 336-930-9494

Advisors at this firm

Travis L

Series 63, Series 65

Winston Salem, NC

Twin City Private Wealth, LLC

Travis Lethco is a financial advisor at Twin City Private Wealth, LLC with 13 years of industry experience. He has held positions at BB&T Securities, Semmax Financial Advisors, and has been with Twin City Private Wealth since 2018. Lethco is a licensed insurance agent and owner of Twin City Private Wealth Insurance Services, LLC, and he also teaches financial education courses through the American Financial Education Alliance. Twin City Private Wealth serves individuals, corporations, foundations, and retirement plan participants by providing discretionary portfolio management and integrated financial planning. The firm creates tailored financial profiles and investment plans, implementing them through a range of investment products and third-party sub-advisers, while also using a third-party platform to manage participant accounts.

Options & derivatives strategies Private / alternative investments Concentrated stock management

Joseph B

Series 65

Winston Salem, NC

Twin City Private Wealth, LLC

Joseph Berry is a financial advisor at Twin City Private Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Semmax Financial Advisors, Inc. from 2014 to 2021. In addition to his advisory role, Berry teaches financial education courses through the American Financial Education Alliance. Twin City Private Wealth serves individuals, corporations, foundations, and retirement plan participants by providing discretionary portfolio management and integrated financial planning. The firm develops tailored financial profiles and investment plans, implementing them using a range of investment vehicles and third-party sub-advisers, and employs a third-party platform to manage participant accounts.

Options & derivatives strategies Private / alternative investments Concentrated stock management

Eric M

Series 63, Series 65

Winston Salem, NC

Twin City Private Wealth, LLC

Eric Mattinson is a financial advisor with Twin City Private Wealth, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Twin City Private Wealth (formerly Dogwood Wealth Advisors) in 2021, he worked at Semmax Financial Advisors, Inc. for nine years. Outside of his advisory role, Mattinson is an instructor for the American Financial Education Alliance, teaching financial education courses. Twin City Private Wealth serves individuals, corporations, foundations, and retirement plan participants with discretionary portfolio management and integrated financial planning, typically combining financial planning with investment management. The firm develops tailored financial profiles and investment plans, utilizing a range of investment vehicles and third-party resources to implement and manage client portfolios.

Options & derivatives strategies Private / alternative investments Concentrated stock management

Jason L

Series 65

Winston Salem, NC

Twin City Private Wealth, LLC

Jason Lincoln is a financial advisor at Twin City Private Wealth, LLC with a Series 65 credential and one year of industry experience. He has been affiliated with Twin City Private Wealth since 2024 and also serves as a part-time Clinical CT Instructor at Forsyth Technical Community College, where he reviews student clinical competencies. Twin City Private Wealth serves individuals, corporations, foundations, and retirement plan participants by providing discretionary portfolio management and integrated financial planning, typically combining financial planning with investment management through tailored Financial Profiles and Investment Plans.

Options & derivatives strategies Private / alternative investments Concentrated stock management

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support