Consolidating a New Client's Financial Life and Setting the Stage for Efficient Wealth Management
With a disparate team of advisors and a patchwork of assets, a retired investment manager had underestimated his net worth by half. TwinFocus created a unified balance sheet, saved him precious time and hassle, and laid the groundwork for a smooth transition to the next generation.
Markets are sending mixed signals, and investors are taking notice. Paul Ka...
Markets are sending mixed signals, and investors are taking notice. Paul Karger was featured in Reuters this week, sharing his perspective on the tension facing investors right now: strong earnings and AI optimism on one side, rising inflation and geopolitical risk on the other.
Read More
May 2026
1 mins read
In The News
Paul Karger recently joined Yahoo! Finance to share his perspective on port...
Paul Karger recently joined Yahoo! Finance to share his perspective on portfolio diversification in today’s AI and energy-driven market environment.
Read More
May 2026
1 mins read
In The News
Paul Karger was recently featured in Banker & Tradesman, sharing his perspe...
Paul Karger was recently featured in Banker & Tradesman, sharing his perspective on the evolving Opportunity Zone landscape under OZ 2.0
Read More
May 2026
1 mins read
TwinFocus Updates
TwinFocus is proud to support the Boston Children's Museum Wonder Ball.
TwinFocus is proud to support the Boston Children's Museum Wonder Ball.
This year’s Wonder Ball holds special significance. The 2026 event honors Carole…
This year’s Wonder Ball holds special significance. The 2026 event honors Carole Charnow, the Museum’s retiring President and CEO, celebrating 16 years of extraordinary leadership and a career dedicated to making Boston Children’s Museum one of the most influential children’s museums in the world. At TwinFocus, we believe that a thriving community invests in its youngest members. Supporting the Wonder Ball is one of several ways we are giving back this year as we mark two decades as a firm, and as members of this city. Congratulations to Carole Charnow on a remarkable legacy, and thank you to everyone at Boston Children’s Museum for the joy and wonder you bring to Boston every day.
Read More
May 2026
1 mins read
Videos
TwinFocus is proud to support Bridge Boston Charter School
TwinFocus is proud to support Bridge Boston Charter School
Every child deserves a great education. Not just the ones born into…
Every child deserves a great education. Not just the ones born into the right zip code or the right circumstances. That’s the conviction at the heart of Bridge Boston Charter School — and it’s why TwinFocus is proud to support them as part of our 20th anniversary campaign, “20 Years of Trust, Impact, and Gratitude.” As we mark 20 years as a firm, we’re reminded that real impact isn’t just measured in portfolios. It’s measured in communities. And Bridge Boston Charter School is changing the trajectory of this one, one student at a time.
Read More
April 2026
1 mins read
In The News
We're honored to be featured in Financial Advisor Magazine as we continue o...
We're honored to be featured in Financial Advisor Magazine as we continue our year-long celebration of TwinFocus's 20th anniversary. Our "20 for 20" initiative is well underway, supporting 20 Boston-area nonprofits across education, healthcare, arts & culture, and economic opportunity through financial contributions, employee volunteerism, and amplifying their missions. As Co-founder Wes Karger shared: "This anniversary is about more than looking back. It's about recognizing the responsibility that comes with longevity."
Read More