You have so many choices. Why work with us?
WHY US?We built the firm we couldn't find.
One team coordinating your investments, tax strategy, estate planning, risk management, and long-term financial plan. All in the same room. All part of the same conversation. All focused on you.
It’s about time,
it’s about time.
Twenty Four Wealth is a boutique wealth management firm based in Darien, Connecticut, serving executives, entrepreneurs, high-achieving families, and professional athletes. As an independent Registered Investment Advisor operating under a fiduciary standard, we bring financial planning, investment management, tax strategy, estate planning, and risk management together through one coordinated team.
The traditional model often starts with an advisor who handles investments, then relies on outside specialists who may rarely coordinate. That leaves you connecting the dots. We built the opposite.
Why Twenty Four Wealth
One team, not five phone calls.
Your CFP®, tax specialist, estate strategist, and insurance advisor sit under one roof. They talk to each other before they talk to you. No handoffs. No missed context.
One plan, not five spreadsheets.
Every recommendation is tested against every other part of your financial life. An investment decision shouldn't undermine your estate plan. A tax strategy shouldn't create an unintended liquidity issue.
One point of contact, not five inboxes.
When life changes, a job, a sale, a birth, a diagnosis, a move, you make one call. We handle the coordination behind the scenes so nothing slips through.
Independent. Fiduciary. Governance built in.
Twenty Four Wealth is a Registered Investment Advisor held to a fiduciary standard. Legally required to act in your best interest. No proprietary products. No parent bank.
Who we serve
We work with three groups whose financial lives have outgrown a single-advisor relationship.
Executives & Entrepreneurs
Complex compensation, concentrated stock, business ownership, and liquidity events. Planning has to keep up with careers that move fast and rarely follows a straight line.
Individuals & Families
Multi-generational wealth, education planning, real estate, retirement, and the complexity that comes as your financial life grows.
Athletes & Coaches
Our athlete division focuses on compressed earning windows, career volatility, and the unique financial demands specific to professional sports.
Time back
Every hour spent coordinating your own advisors is time gone. We take that job off your plate.
It's about time someone owned the whole picture. It's about time you had your time back.