C2 PRIVATE WEALTH
SEC RegisteredOne Team. One Plan.
About the firm
C2 Private Wealth builds and executes customized retirement plans, integrating investment management, tax planning, and estate planning into one comprehensive strategy. The firm offers family office style services through affiliated CPA and insurance professionals and exclusive partnerships with estate planning attorneys. Every client relationship begins with financial education aimed at reducing fear and anxiety around retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive retirement planning integrating wealth and investment management, asset allocation, portfolio management, in-house CPA and tax services (including tax return preparation, Roth conversions, tax-loss harvesting, and withdrawal sequencing), and estate planning (including trusts, beneficiary designations, and charitable strategies) coordinated through affiliated estate attorneys and an affiliated insurance agency.
Who they serve
Individuals and families focused on retirement planning, including clients who would typically need ultra-high-net-worth family office services, as well as the children of existing clients for next-generation financial education.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,542 | $681M |
| High Net Worth Individuals | 514 | $1.1B |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. C2 PRIVATE WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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