Twenty Twenty Investment Advisors

Twenty Twenty Investment Advisors

5.0(1 review)
Offers online services
Offers online services

About

Twenty Twenty is an independent and fee-only Registered Investment Advisory firm committed to a fiduciary standard for all our clients and their assets. We were founded on a belief in complete transparency and loyalty to truly put our client's interests first.

Our people and our clients are our most important assets. We believe that effective planning and execution is the bedrock of our client and company's success. We recognize our value is defined by looking through our client's eyes and that our reputation is the cornerstone of our brand.

Providing great client experiences has always been, and will continue to be, why we do what we do.


Highlights

Hired 2 times
5 employees
20 years in business
Serves Spokane , WA
Offers online services

Social media


Details

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

$80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Investment review, Tax planning, College planning, Trusts or estate planning, Mutual funds

Photos and videos


  • Reviews

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    WF

    wendy F.

    Josh was extremely sincere with matters important to me as a recent widow in need of expert and sound financial advise. He took the time to address questions regarding my current and future goals that may work in my best interest, financialy. He is a military veteran, important aspects at this time frame for me, so the ideas of honor and commitment for the client are important values for me. Mostly, he came across as comfortable, someone I hope to develop a financial relationship that will extend for years ahead and suggest his expertise to family/friends in the future. I will hope to value his directional guide methods in the near future. Josh is always immediate in our communication methods and shares a timeline of future contact. I feel like Ive gained support measure to assist my future needs and for that Im blessed.
    ... Show more
    February 04, 2020
    Hired on Thervo

    Frequently asked questions

    We begin with an initial discussion to ensure the relationship will be a good fit for both the client and the firm.  During the conversation we discuss their goals and objectives.  A comprehensive financial plan follows then the client is brought through or onboarding process to become a new client.

    There are two Certified Financial Planners CFP® on staff along with an MBA.  There is more than 65 years of investment management experience in the firm. Twenty Twenty Investment Advisors has extensive relationships with CPA's, attorneys, life insurance agents and other professionals to provide referrals as needed. We maintain a fiduciary relationship with all clients and accounts.

    We are fee only. The standard pricing is a tiered percentage fee for assets under management.  We do also offer fee for services as well. 

    The desire to help people.

    We primarily work with individual and family wealth.  We do manage a number of trust accounts, endowments and corporate retirement accounts.

    10 Questions To Ask Your Investment Advisor

    1. What experience do you have?

    2. Do you accept fiduciary responsibility across all aspects of our relationship?

    3. What services do you offer?

    4. What is your approach to financial planning?

    5. What is your investment philosophy?

    6. How will I pay for your services and how much do you charge?

    7. Will you be providing me with an Agreement or Letter of Engagement outlining the services you will be providing and the fees I will be paying?

    8. Could anyone besides me benefit from your recommendations?

    9. Have you or your company ever been publicly disciplined for any unlawful or unethical actions in your professional career?

    10. Can I have these answers in writing on company letterhead?


    Services offered

    Financial Services And Planning