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Scott Cheney
Founder, Senior Wealth Advisor
CFP®, ChFC®, CLU, Chartered Advisor for Senior Living
Twin Peaks Wealth Management, LLC2825 E Cottonwood Pkwy, Ste 500, Salt Lake City, UT 84121-7060
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Divorcées, Executives, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Compensation Changes, Death in the Family, Divorce Planning, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Twin Peaks Wealth Management, I bring retirement planning, investment management, and tax strategies together around your goals. As an independent, fee-only fiduciary, I work directly with you, put your interests first, and receive no commissions. We begin by understanding what matters most to you, then build a personalized plan that evolves with your life. You can expect clear explanations, practical recommendations, and ongoing guidance to help you make confident decisions about your financial future.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.