DARIEN, Conn., March 12, 2025 /PRNewswire/ -- Twenty Four Wealth Management (affiliated with Stratos Wealth Partners, a Registered Investment Advisor and Stratos' hybrid platform associated with LPL Financial), a wealth management practice based in Darien, Connecticut, is pleased to announce the transaction with Alpha Beta Gamma Wealth Management, a well-established wealth management practice located in Palm Beach Gardens, Florida. This strategic move underscores Twenty Four Wealth's commitment to expanding its national reach and offering robust wealth management services to clients across the country.
The acquisition marks an exciting milestone for Twenty Four Wealth as the practice surpasses $1 billion dollar ($1.1b) in assets under management and expands its footprint into Florida, with the goal of creating a seamless bridge between the Northeast and Southeast U.S. regions. Both practices share a vision of delivering personalized, high-quality wealth management services with a focus on client satisfaction, and comprehensive financial planning.
"We are thrilled to welcome the talented team at Alpha Beta Gamma into the Twenty Four Wealth family," said Tony Truino, CEO of Twenty Four Wealth. "This acquisition is a testament to our ongoing growth strategy and a natural extension of our mission to provide our clients with holistic, innovative financial solutions. By combining our resources, experience, and client-focused approach, we are creating a practice that offers more robust and diversified services to meet the needs of our clientele."
The integration aims to offer the clients of Alpha Beta Gamma various capabilities in key areas, including comprehensive financial planning, retirement planning, estate planning, tax strategies, and investment management. The acquisition also allows Twenty Four Wealth to broaden its offerings, providing clients with access to a deeper pool of experience.
"The synergy between our practices will allow us to offer more specialized solutions, while maintaining the trust and personal relationships we've built over the years with our clients. We're excited to be a part of this dynamic and forward-thinking team," said Curt Lyman, CEO of Alpha Betta Gama Wealth Management.
As a result of the acquisition, Twenty Four Wealth will integrate the talent, infrastructure, and best practices from Alpha Betta Gamma into its operations, helping to ensure a smooth transition and continued focus on delivering quality client outcomes.
Green Sail Partners, based in Boston, MA were invaluable as advisors to this transaction, marking it as their second transaction completed with Twenty Four Wealth.
For more information, please visit twentyfourwealth.com.
About Stratos Wealth Partners Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $13.4 billion in advisory assets, and advises through LPL Financial, over $9.6 billion in brokerage and third-party managed assets for a total of $23 billion as of December 31, 2024.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, LLC, a registered investment advisor. Stratos Wealth Partners, Ltd. and Twenty Four Wealth are separate entities from LPL Financial.
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