Wealth Management, Financial Planning, & Risk Mitigation

Caring for your Future

Your brighter future starts
with the right 
financial advisor.
 

thrive.

For families, retirees,
professionals, and
businesses, we're
here to help you

Frustrated?

Does your financial plan actually help you create the life you want now?​

Chaotic?

Is your money working towards what really matters?

Concerned?

What if you could make your money work for you right now, not just tomorrow?

Less Stress. 

Go from stuck to sorted with a step-by-step plan to get your finances growing.​

More Clarity.

Be confident that you are on the right track with a uniquely personal plan of attack.​

Real Results.

Feel excited about your future and enjoy the things that matter most to you.

At Tweet Management Services, we are with you
every step of the way! 

Let’s Start Working Together.

It's time to take action.

Everything we do is centered around establishing a plan

that reflects your values and reaches your goals.

Envisioning your future may be complex but planning for it with us is not. Here’s our process to get
acquainted and develop your path to financial peace of mind.

 

Schedule a Call

Get started by booking a quick introductory call with one of our financial advisors.

We’ll get a clear picture of  your financial situation and goals. Then, we’ll build a plan that focuses on long-term investing while understanding your short-term life events and goals.

With honesty and transparency,

we work together with you to align your investments and financial goals in order to provide you with a brighter future.

Develop a Plan

Execute and Succeed

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thrive?

Ready to 

Let's set up your
one-on-one
chat today. 

Our Promise to You

We know investing for your future is highly personal. Ideally, your strategy should reflect your values and reach your goals. At Tweet Management Services, we believe you can achieve both.

 

You deserve a future absent of stress and full of happiness. That’s why we will develop a plan that focuses on long-term investing while understanding your short-term life events. Through wealth management, financial planning, and risk mitigation, we will take care of your future.

 

It’s time for you to thrive!

 

Your Team

Kyle Tweet

Kyle began his investment career in June 2001 as a financial planner with American Express Financial Advisors. He left Ameriprise Financial in 2008 and started his Independent Investment Advisory business, Tweet Management Services. He’s been working as an independent investment advisor with Tweet Management Services since January 2009 and has been helping clients maximize wealth, minimize taxes and accomplish their financial goals through his Best in Class stock portfolio.

Darren L. DeVries

Darren is a full-time CPA and has been a licensed investment advisor with Tweet Management since 2017.  He enjoys helping clients minimize taxes and plan for the future.  Darren is a key member of the Tweet Management team as a licensed investment advisor and tax professional.

Jessica McKay

Jessica takes the lead in assisting with client service agreements, customer service inquiries and document resource management.  She is a key component of the Tweet Management Services team.

Meet your Tweet Management Services team, with 20 years of experience who share one goal – helping you thrive!

 

It is never too early or too late to plan for the future you deserve.

Let's schedule our call! 

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Caring for your Future