The One Team behind your One Plan.
our companyWe are Twenty Four Wealth, a boutique wealth management firm based in Darien, Connecticut, built around a simple idea: your financial life should work as one.
Too often, different professionals manage different pieces of a financial life in silos. No one is talking. No one is coordinating. And the client is left to act as the CFO of it all.
We built Twenty Four Wealth differently. Financial planning, investment management, tax strategy, estate planning, and risk management—all coordinated under one roof. One team. One plan. Every professional working from the same page.
It all started on a cocktail napkin.
Twenty years ago, while working at a large financial services firm, Tony and Mike found themselves talking during a company retreat about something that had been bothering them both: the traditional model wasn't allowing them to serve clients the way they knew they could. Too many important decisions were being made in isolation. Too many professionals were working with the same client without working with one another. No one owned the whole picture.
Tony knew there was a better way. One team. One plan. Every professional working from the same page, for the same client, in constant coordination.
Tony grabbed a napkin and sketched it out. Mike was in. That napkin became the blueprint for Twenty Four Wealth.
Years later, Mike found it tucked inside an old notebook. The drawing was exactly how they'd built the firm. Same structure. Same discipline. Same conviction.
It’s about time wealth management was all about time.
Every financial decision is a time decision. Time in the market. Time until retirement. Time with the people you love. Time you'll never get back chasing down four advisors to answer one question.
Wealth management is often framed as being about the numbers. It should be about the hours. You can always make more money. You can't make more time.
Every hour spent chasing paperwork or coordinating between advisors is time you don't get back. Time meant for the life you built your wealth to live.
Wealth management should give you time back. That's the whole point. That's why we're called Twenty Four Wealth.