Twenty Four Wealth Launches Independent RIA to Enhance Client Experience and Growth Strategy
Twenty Four Wealth has launched its own Registered Investment Adviser (RIA), marking a significant step in its growth strategy. The move provides the firm with greater control over client service, technology integration, custodianship options, and strategic partnerships. By operating as an independent RIA, Twenty Four can now select from multiple custodians including Goldman Sachs Custody Solutions, Fidelity, Charles Schwab, and transition advisory assets previously held at LPL Financial to its new platform. The firm's multi-custodial structure allows it to tailor services based on individual client needs. It has also partnered with Private Client Services (PCS) as its broker-dealer, leveraging Pershing LLC for clearing and custody of brokerage assets. The transition is intended to strengthen the foundation for future growth while maintaining a high-touch, personalized service model. Twenty Four Wealth emphasizes that independence enables better decision-making focused on client interests rather than institutional constraints. This strategic shift supports continued expansion through both organic growth and acquisitions like Raymond Noel & Associates and Alpha Beta Gamma Wealth Management.
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Topics: client experience custody solutions independence RIA transition