What Our Clients Are Saying

"My wife and I cannot say enough good things about the team at Twombly Wealth Management! Friendly, efficient, caring, successful, knowledgeable, helpful and courteous are just a few adjectives to describe Dave, Chris, Megan and Sue! Even remotely, from our home in Oregon, we have total confidence in Twombly Wealth Management for all our financial needs! Very highly recommended!!!"

“Dave & Chris have done a great job managing our investments. Knowing when to move from stocks to bonds and back. Will and have already recommended them to other family members and friends.”

"Dave and Chris are excellent money managers. We've trusted Dave with our investments for 30 years, and Chris has added his expertise for the last few years. They have shepherded our retirement funds with great care and attention to detail. We are delighted in every way, and recommend them highly.”   

"We have had a 100% positive experience with Twombly Wealth Management group. My wife and I believe they are a great combinate of honesty and expertise which is what we had hoped for when deciding on a financial planner and guide. They schedule quarterly meetings with us to review our investments and they respond quickly to any questions we have between those meetings. I can confidently recommend them for anyone who is looking for investment help and retirement financial planning. ”

“Both Dave and Chris are very knowledgeable regarding investment strategies. They listen to the client and create strategies based on the client’s needs and comfort regarding the types of investments.”

“Have been a client for more than two decades, which tells you how I regard them.”

“My wife and I have known Dave for 45 years and Chris for 5 years. They are both wonderful guys. We’ve been having them manage our retirement funds for the last 5 years and they’ve done a fantastic job. They know we have very little tolerance for risk and have handled our nest egg accordingly. We would highly recommend them”

“We experience personalized attention meeting regularly to review our goals, outcomes and life plans. I would say Twombly Wealth Management is a very trustworthy group.”

“The firm of Twombly Wealth Management was recommended to us by dear friends who are in a similar financial situation to our own. We had various investments scattered everywhere over the course of the years and were not very successful in managing them. During our first meetings with Dave and Chris, they helped us develop a comfortable budget and we came away with a good understanding of what our expenditures could be while still preserving our savings for retirement. Now, after several years and quarterly appointments for review, we find ourselves in a good financial position. We are grateful to Dave and Chris for consolidating our savings and various retirement accounts and advising us on how we can preserve and grow our wealth. Both Dave and Chris are very modest personalities and listen carefully and understand our concerns and goals for our retirement years. We feel extremely comfortable discussing our finances with them and have great confidence in their excellent judgment and investment knowledge to secure our wealth for the future. We can and do highly recommend Twombly Wealth Management to persons of any age and income level for honest and reliable financial advice and management.”