Article Features
August 2025 – Barron’s: Here’s How Wealth Management Pros Would Improve Their Industry – 📖 Read Here: Full Article
August 2025 – Financial Planning Magazine: Family values: How teaming with relatives gives advisors an edge – 📖 Read Here: Full Article
July 2025 – Financial Planning Magazine: The ‘granular’ investing strategy with big tax savings for HNW clients – 📖 Read Here: Full Article
June 2025 – Financial Planning Magazine: Advisors more comfortable using AI at home than work – 📖 Read Here: Full Article
April 2025 – Advisors Magazine
“Doubling Down on Financial Planning”
Our cofounders, Tushar Kumar and Vishal Kumar, sit down with Advisors magazine to discuss their unique investment advisory approach with Twin Peaks Wealth Advisors. They share how their “2 advisor” strategy has been beneficial to the firm, and why clients value the team approach when it comes to their personal finances.
📖 Read Here: Full Article
April 2025 – Financial Planning Magazine: We’ve been here before: Advisors share lessons from past financial crises – 📖 Read Here: Full Article
April 2025 – Financial Planning Magazine: The financial planning applications advisors can’t do without – 📖 Read Here: Full Article
March 2025 – Financial Planning Magazine: Flourish deal will give RIAs tools to compete with banks on lending – 📖 Read Here: Full Article
January 2025 – Financial Planning Magazine: Preparing clients for natural disasters and other emergencies – 📖 Read Here: Full Article
January 2025 – Financial Planning Magazine: A health care planning checklist for financial advisors – 📖 Read Here: Full Article
December 2024 – Financial Planning Magazine: How advisors guide clients with year-end charitable giving – 📖 Read Here: Full Article
November 2024 – Financial Planning Magazine: What do Trump’s reelection, Fed rate cuts mean for small-caps? – 📖 Read Here: Full Article
November 2024 – Financial Planning Magazine: Clients want more from financial services apps, websites – 📖 Read Here: Full Article
November 2024 – Financial Planning Magazine: Fidelity’s client-cash plans draw industry ire – 📖 Read Here: Full Article
Podcasts
August 2025 – Retirement Tax Services Podcast with Steven Jarvis
“Getting Time Back to Grow with Tushar Kumar”
“I always start with why.” That’s how Tushar Kumar approached hiring a virtual assistant—and the results? Aiming for 20–30% annual growth.
In this week’s episode, Steven A. Jarvis, CPA, and Tushar Kumar talk about how delegation (done right) can transform your firm and your life. From finding the right VA to building trust and efficiency, BELAY played a significant role in both their journeys.
🎧 Listen Here: Full Episode
April 2025 – The Berkeley Startup Podcast by UC Berkeley Haas
🎧 Listen Here: Full Episode
“Growing a Business in the Wealth Management Space”
Vishal shares how early life experiences—including the loss of their father and the influence of their entrepreneurial mother—shaped their path into wealth management. He opens up about bootstrapping their business straight out of UC Berkeley, cold-calling engineers in Silicon Valley, and eventually scaling their firm to manage over $450 million in assets. Whether you’re a budding entrepreneur or simply curious about what it’s like to manage money for the tech elite, this episode is packed with practical advice, real-life lessons, and entrepreneurial honesty.
