A New Chapter for Twenty Four Wealth

Today we're sharing news that marks one of the most significant milestones in our firm's history.

Beginning September 1, 2026, Twenty Four Wealth will operate as a fully Independent Registered Investment Advisor (RIA).

This is a step we've been building toward for years. It reflects both how much our firm has grown and what we believe the future of wealth management should look like: a firm designed entirely around the people it serves, with the freedom to build without limits.

Why we're doing this

Independence isn't the goal in itself. Better service is.

Operating as our own RIA gives us direct control over the technology, systems, resources, and partnerships we use to serve clients. That means we can move faster, invest more deeply in the tools that matter, and continue building the kind of firm we've always envisioned: one measured not by the size of the institution behind us, but by the depth of the relationships in front of us.

What's changing

Twenty Four Wealth is establishing a relationship with Goldman Sachs Custody Solutions, which will custody investment advisory accounts moving from LPL Financial. Brokerage services previously provided through LPL will now be provided through Private Client Services (PCS). Accounts held at Fidelity and Schwab will remain in place.

We selected Goldman Sachs and PCS because they bring the institutional capabilities, technology, and long-term stability required to keep raising the bar on client experience.

What isn't changing

Everything that matters most.

The same advisors. The same planning philosophy. The same investment discipline. The same commitment to acting in our clients' best interests as fiduciaries.

The structure supporting our work is evolving. The work itself, and the people doing it, remain exactly what our clients have come to expect.

A note to our clients

If you're a Twenty Four Wealth client, you'll hear from your advisor directly in the coming weeks with details specific to your accounts. Our team has spent months planning this transition so the experience on your end is as smooth as possible, and we'll be with you every step of the way.

Looking ahead

This next chapter isn't about becoming bigger. It's about becoming better positioned to do what we've always done: help our clients make confident financial decisions, simplify their financial lives, and create more Time Well Spent doing what matters most.

We're grateful for the trust our clients place in us. It's what made this moment possible, and it's what will drive everything we build from here.

Interested in learning more about working with Twenty Four Wealth?