Twin Rivers Wealth Management

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Client assets under management

$118,800,000

Clients

256

9% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$464,063

About

Twin Rivers Wealth Management serves individuals, high-net-worth individuals, small businesses, and employee benefit plans, offering ongoing comprehensive financial planning and discretionary portfolio management tailored to clients’ risk tolerance, net worth, and goals. The firm’s services include retirement planning, tax analysis and coordination with clients’ tax teams, estate planning collaboration with attorneys, insurance reviews, and college planning, with occasional consulting on alternative investments.

Investment selection emphasizes individual equities, low-cost or no-load mutual funds, ETFs, bonds, and cash instruments, drawing on fundamental and cyclical analysis and a mix of long- and short-term strategies. The firm uses a three-meeting onboarding process with written follow-ups, conducts ongoing reviews (at least monthly for plans and regular account monitoring), and may delegate portions of management to third‑party registered advisers or use a third‑party platform to manage held-away retirement accounts.

Several aspects distinguish the firm from many peers: it provides services to other investment-adviser clients and offers retirement-plan support to ERISA plans and participants, including acting as a representative on record or rebalancing participant accounts via third-party platforms. The firm also offers no‑cost educational seminars at advisers’ discretion, provides complimentary tax-preparation services through an affiliated tax practice, and performs occasional placement consulting for private alternative investments.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses

Occupation focus

Founder/Business Owner

Fee options

Fixed

Retirement plan support services fees may be negotiated flat monthly rates; financial consulting fees negotiable.

Percentage

$0 - $500,000: 1.35% per annum $500,001 - $750,000: 1.25% per annum $750,001 - $1,000,000: 1.15% per annum $1,000,001 - $1,500,000: 1.00% per annum $1,500,001 - $2,000,000: 0.85% per annum More than $2,000,000+: 0.50% per annum

Commissions

Licensed insurance agents may receive commissions from insurance products placed; disclosed to clients before placement.

Project-based

One-time financial planning fees charged hourly from $125 to $350 per hour depending on complexity and number of advisers involved.

Other

Fee-only: Financial planning fees range from $100 to $1,000 per month depending on complexity; one-time financial planning fees charged hourly from $125 to $350 per hour; financial consulting fees negotiable, up to 3% of total investment for private placements.

Main office location

Twin Rivers Wealth Management

1783 Tribute Rd., Suite D

Sacramento CA 95815, United States

Number of offices

Most active in

California · Idaho · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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

Quick links

Website 916-545-2581

Advisors at this firm

Dominick A

CFP®, Series 66

Sacramento, CA

Twin Rivers Wealth Management

Dominick Anton is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. He has worked at Twin Rivers Wealth Management since 2020 and previously spent six years at Ameriprise Financial Services, Inc. Additionally, he works as an independent insurance agent. Twin Rivers Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, small businesses, and employee benefit plans, emphasizing tailored strategies using individual stocks, mutual funds, ETFs, bonds, and cash. The firm offers multi-level retirement plan support, coordinates with third-party managers, and operates an affiliated tax preparation business.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Founder/Business Owner

Anthony W

CFP®, Series 66

Sacramento, CA

Twin Rivers Wealth Management

Anthony Wright is a CFP® and Series 66 credentialed advisor with eight years of industry experience. He is currently with Twin Rivers Wealth Management and also operates Wright Tax Services, where he works as a tax preparer. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Fountainhead Wealth. Twin Rivers Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, small businesses, and employee benefit plans. The firm uses tailored investment strategies and a multi-step onboarding process, and offers services such as retirement and estate planning, tax analysis, and occasional consulting on alternative private placements.

Marc B

CFP®, Series 63, Series 66

Sacramento, CA

Twin Rivers Wealth Management

Marc Bacsafra is a Certified Financial Planner® with 16 years of industry experience. He is currently with Twin Rivers Wealth Management and has previously worked at Cambridge Investment Research Advisors, Inc. Outside of financial advising, he serves as a youth soccer referee in Sacramento, CA. Twin Rivers Wealth Management serves individuals, high-net-worth clients, small businesses, and employee benefit plans, providing comprehensive financial planning and discretionary portfolio management. The firm employs tailored strategies using individual stocks, mutual funds, ETFs, bonds, and cash, and incorporates a three-meeting onboarding process with regular account reviews.

Peter M

CFP®, Series 66

Sacramento, CA

Twin Rivers Wealth Management

Peter Moulton is a CFP® and Series 66-licensed advisor with 12 years of industry experience. He has been with Twin Rivers Wealth Management since 2019 and previously worked at Cambridge Investment Research Advisors from 2014 to 2019. Twin Rivers Wealth Management provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, small businesses, and employee benefit plans. The firm emphasizes customized strategies using individual stocks, mutual funds, ETFs, bonds, and cash, and offers multi-level retirement plan support along with educational seminars and an affiliated tax preparation service.

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