20Twenty Wealth Management

At 20Twenty, our advisors are more interested in a client meeting their financial goals and objectives. Large institutional investment banks and chartered banks engage in this kind of discrimination. These institutions overlook individuals who do not have the necessary assets. You can't even get an advisor unless you have $250,000 or more in investments. Never. Between the two persons, who would you prefer to discuss your financial future with? Which would you rather associate with? A salaried bank employee or a business friend? We want to become your business friends. The point of contact at a branch bank, a "Personal Financial Service Representative (PFSR),” deliberately does not want to provide retirement investment advice but to sell products. At McInvesting, they have their mutual funds, home equity credit lines, mortgages, and insurance. You can't get sustainable advice from a bank branch if you have less than $250K. You consistently meet PFSRs that do not give you consistent advice. A top advisor in large institutions must have more assets. Most of these advisory firms have recently laid off or demoted the $500,000-asset well-off clients. You'll get many of the same strategies here, and they have many tools. They can't give you tools if they don't find you valuable enough. If you only have $50,000, you can become our client. But some clients have millions of cash. We've never turned down any client. We believe today's $50,000 client will be worth $500,000 tomorrow if all goes as planned. Any client with $100K household investments (spouse and children) gets a fee discount. High Net Worth Pricing is for all our clients.