At Twenty-Twenty Wealth, we work with you to develop a customized portfolio to help you achieve your long-term goals. We consider all of your accounts as we work to build a diversified portfolio that accounts for your current financial situation, income needs in retirement, investment time horizon, risk tolerance and more. We then continuously monitor investment performance and keep you updated through regular meetings and check-ins.
When making investment decisions on your behalf, we evaluate thousands of mutual funds, stocks and ETFs to identify an investment allocation that meets your specific needs and goals for the future. We remain focused on reducing your investment costs while building a diverse investment mix.