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Twin River Wealth Management

Lewisburg Office
1202 W. Market Street
Lewisburg, PA 17837

Red Bank Office
(by appointment only)
125 Half Mile Rd, Suite 200
Red Bank, NJ 07701
Phone:
  • Lewisburg Office: (570) 768-4907
    Red Bank Office: (732) 852-7772
Fax:
  • (570) 768-4514

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Contact Us

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Welcome to Twin River Wealth Management, a full-service company specializing in retirement planning and estate conservation. You will find a wealth of information about our capabilities and how we can help you reach your financial goals.

As personal financial professionals, we can:

Help you clarify and define your goals

Recommend solutions designed to fit your needs

Deliver timely information

Explain how changing financial conditions affect you

Monitor your financial progress

Help make investment planning easier

Our website is an information resource designed to help you learn more about personal finance.  We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. 

If you have any further questions, please call us (570) 768-4907 or e-mail us Jeremy.soper@wfafinet.com or Thayer.potter@wfafinet.com. We will be happy to help and look forward to talking with you.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals