A complete list of active advisors currently associated with C2 Private WEalth

Warmer can help you find a great advisor at C2 Private WEalth or one who fits your needs even better.

C2 Private Wealth primarily serves individual and high‑net‑worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and ongoing discretionary portfolio management, implementing plans through asset allocation across individual stocks, bonds, ETFs, third‑party managers or model portfolios, and recommending insurance products where appropriate. The firm’s approach emphasizes risk and scenario analysis to map income distributions and to reduce sequence‑of‑returns risk while maintaining market exposure for potential growth; it uses platform technology to support trading, reporting, and optional tax‑loss harvesting for taxable accounts. C2 integrates plan implementation with limited qualified plan consulting and a Succession Planning Academy aimed at clients’ family members, combining planning, investment management, and coordination of ancillary services. C2’s business model is notable for its integrated affiliates: it shares client financial information with an affiliated accounting firm (Yaske & Associates d/b/a C2 CPAs) to coordinate tax work as part of the planning process and operates an affiliated insurance agency that sells recommended products. The firm also requires prospective clients to complete a comprehensive retirement education course sponsored by the Retirement Education Foundation, and its advisors participate in media and educational videos used in client outreach and enrollment.

To learn more about the advisors currently working at C2 Private WEalth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.