Our Story
Twenty Two Wealth Management was born on December 10, 1963.
My birthday. Twenty Two was my favorite number. It’s the jersey number I wore for every sport I played – Football, Hockey, Baseball – I was number 22. Twenty Two became more than just a number. It became me… a Polish kid from the south-side of Chicago that grew up in a great neighborhood in a great family. As I got older it became about my values. My work ethic. My relentless desire to be the best at what I do. Today, Twenty Two stands for our firm, our culture, our employees, and above all, our clients. Twenty Two used to stand for Me… Now it’s stands for US! Join us in our journey forward!
Well that went fast! It’s been five years since Twenty Two Wealth Management was started… February 2018 and it has been one wild ride.
We moved our office, changed broker-dealers, re-designed our website, updated our value proposition, went to a few Cubs & Sox games, we tailgated with the Chicago Bears, we had highly educational workshops, attended numerous conferences, and hosted the happiest of happy hours!
Fast forward to today and our changes continue. John Kozuch and Alec Kozuch are certified financial planner ™ professionals. It took two years from beginning to end but they are proud of having the CFP® certification. Mary continues to excel as our Operations / Administrative Executive. She does a great job of convincing John & Alec to spend more time in the office… and… less time at Happy Hours! One other notable addition – Shae Kozuch-Kirby has joined our firm in a much-needed therapy role. Check out all the updates we have made to our team member web page by visiting www.22wealth.com/team/
We want to thank you for standing with us during the last five years. We truly appreciate your continued business, support, and above all your friendship. We hope 2023 will be a great financial year. We will continue our studies with the focus to better serve you in our ever-changing field!
Best Wishes and a Happy New Year!
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.