Privacy Policy
At Twenty Four Wealth, protecting your information is part of how we earn your trust. This page has two parts. Our Website Privacy Policy explains how we handle information collected through this site. Our Client Privacy Notice explains how we handle the personal financial information of the clients we serve.
Website Privacy Policy
Effective September 1, 2026
Information we collect
We collect information you choose to share with us when you contact us, sign up for updates, or complete our Financial Clarity Assessment. This may include your name, email address, phone number, and your answers to general questions about your financial situation and priorities.
We also collect some information automatically when you visit our site, such as your browser type, the pages you view, and how you found us. We do this through cookies and similar technologies provided by our website and analytics providers.
How we use it
We use this information to respond to your inquiries, follow up on your assessment results, send communications you've requested, and improve our website. Your assessment responses help us start a conversation. They are not investment advice and do not create an advisory relationship.
Who we share it with
We do not sell your personal information. We share it only with trusted service providers that help us operate our website and business, including website hosting, analytics, client relationship management, email communication, and assessment platforms. These providers may use your information only to perform services on our behalf. We may also disclose information when required by law or regulation.
Your choices
You can unsubscribe from our emails at any time using the link at the bottom of any message. You can also set your browser to refuse cookies, though some parts of the site may not work as intended. To ask about, correct, or delete information you've submitted through our website, contact us at compliance@twentyfourwealth.com.
Security
We use reasonable administrative, technical, and physical safeguards to protect the information we collect. No method of transmitting information over the internet is completely secure.
Children's privacy
Our website is not directed to children under 13, and we do not knowingly collect information from them.
Changes to this policy
We may update this policy from time to time. The effective date above reflects the most recent version.
Client Privacy Notice
Rev. 09.01.2026
What does Twenty Four Wealth ("24W") do with your personal information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers and investors the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the services you have with us. This information can include:
Social Security number and assets
Account balances and transaction history
Wire transaction instructions and risk tolerance
How?
All financial companies need to share customers' personal information to run their everyday business. Below, we list the reasons financial companies can share their customers' personal information, the reasons 24W chooses to share, and whether you can limit this sharing.
Reasons we can share your information
For our everyday business purposes, such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Does 24W share? Yes · Can you limit this sharing? No
For our marketing purposes, to offer our products and services to you
Does 24W share? No · Can you limit this sharing? We don't share
For joint marketing with other financial companies
Does 24W share? No · Can you limit this sharing? We don't share
For our affiliates' everyday business purposes: information about your transactions and experiences ⚑
Does 24W share? No · Can you limit this sharing? We don't share
For our affiliates' everyday business purposes: information about your creditworthiness ⚑
Does 24W share? No · Can you limit this sharing? We don't share
For our affiliates to market to you
Does 24W share? No · Can you limit this sharing? We don't share
For non-affiliates to market to you
Does 24W share? No · Can you limit this sharing? We don't share
To limit our sharing
Call 203-493-0025 ⚑ or email compliance@twentyfourwealth.com.
If you are a new client, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our client, we continue to share your information as described in this notice. You can contact us at any time to limit our sharing.
Questions? Call 203-493-0025.
What we do
How does 24W protect my personal information?
To protect your information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does 24W collect my personal information?
We collect your personal information when you, for example:
Open an account or seek advice about your investments
Make a wire transfer or direct investment transactions ⚑
Enter into an investment advisory contract
Why can't I limit all sharing?
Federal law gives you the right to limit only:
Sharing for affiliates' everyday business purposes (information about your creditworthiness)
Affiliates from using your information to market to you
Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account unless you tell us otherwise, in writing.
Definitions
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. 24W does not have any affiliates.
Non-affiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies. 24W does not share with non-affiliates so they can market to you.
Joint marketing: A formal agreement between non-affiliated financial companies that together market financial products or services to you. 24W does not jointly market.
Other important information
State privacy rights. Residents of certain states may have rights regarding their personal information under applicable state privacy laws. Depending on your state of residence, these rights may include the right to access, correct, delete, or obtain information about personal information collected about you, and to opt out of certain uses of personal information where required by law. These rights are subject to applicable exceptions and limitations, including exemptions under federal law such as the Gramm-Leach-Bliley Act. To submit a privacy request, contact us at 203-493-0025 or compliance@twentyfourwealth.com. We will not discriminate against anyone for exercising applicable privacy rights.
24W reserves the right to change this Privacy Policy at any time.
Twenty Four Wealth
320 Boston Post Road, 2nd Floor, Darien, CT 06820
203-493-0025
compliance@twentyfourwealth.com