Twin Oaks Wealth Partners, based in Plano, Texas, is a financial advisory practice affiliated with Raymond James Financial Services. Led by Managing Partner Donald W. Bailey, CFP®, CIMA®, the team brings decades of experience to help clients pursue their financial goals through customized, risk-managed strategies. Their comprehensive approach includes financial planning, investment management, retirement strategies, estate planning, and risk management, tailored to each client’s unique needs. Serving a diverse clientele—including business owners, corporate executives, families, retirees, and individuals experiencing sudden wealth—the firm is committed to providing personalized guidance and fostering long-term relationships. By coordinating with clients’ other trusted advisors, Twin Oaks Wealth Partners ensures a holistic approach to wealth management, aiming to provide clarity and confidence throughout their clients’ financial journeys.