Daniele Beasley, CFP®

Advisor Disclosure

Twenty Concierge Wealth Management is a Registered Investment Advisor (RIA) registered with The California Department of Financial Protection and Innovation. We provide personalized financial advisory and wealth management services in compliance with California regulations. Our services encompass financial planning, investment advisory, and financial wellness programs, with fees structured based on assets under management (AUM), hourly rates, or flat fees, depending on the services provided. We adhere to a fiduciary duty, ensuring that your best interests are our top priority in all financial matters. Please note that our website may contain links to third-party websites, and we cannot be held responsible for their content or accuracy. Protecting your privacy is fundamental, and we maintain strict policies to safeguard your personal and financial information. We are committed to regulatory compliance, including adherence to the SEC's Marketing Rule, to ensure transparency and meet industry standards. It's important to remember that the information on our website is for informational purposes only and does not constitute an offer of advisory services or securities solicitation. Investing carries inherent risks, and past performance does not guarantee future results. We strongly recommend consulting with a qualified financial professional before making any investment decisions. Your financial well-being is our primary concern, and should you have any questions or need further information, please don't hesitate to contact us.