Renfrew, PA 831 Evans City Road Office
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C2 Private WEalth
Team
Firm-wide stats for C2 Private WEalth
About
C2 Private Wealth primarily serves individual and high‑net‑worth clients with an emphasis on retirement planning for near and current retirees. The firm delivers comprehensive financial planning and discretionary portfolio management, implements recommended insurance products through an affiliated insurance agency, and uses Fidelity and a third‑party platform to support account management.
C2’s investment process is built around risk‑and‑scenario analysis with particular focus on sequence‑of‑returns risk and mapping planned income distributions across accounts; allocation and trading decisions are made to align with those retirement objectives. Prospective clients are required to attend a comprehensive retirement education course, and C2 integrates tax and estate coordination into plan implementation through third‑party providers and partnerships.
The firm has a few uncommon structural features among its peers: it is affiliated with an accounting firm (C2 CPAs) and shares client financial information with that affiliate to support tax optimization, and it leverages the Retirement Education Foundation for public education, media appearances, and educational videos that the firm uses in its outreach, including testimonials. C2 recently acquired another advisory and insurance business (ASG) and discloses transitional incentives tied to that integration, reflecting an integrated service model that combines advisory, insurance, tax, and estate coordination.
Based on C2 Private WEalth
Expertise
Based on C2 Private WEalth
Location
831 Evans City Road
Renfrew PA 16053
Advisors at this office
2
Advisors at this office
Ethan L
Series 65
Renfrew, PA
C2 Private WEalth
Ethan Lane is a financial advisor at C2 Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at firms including ASG Investment Management LLC and Accurate Solutions Group, LLC. Outside of his advisory role, Lane is involved in the sale and marketing of insurance products through Accurate Solutions Group. C2 Private Wealth 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 discretionary portfolio management, emphasizing risk and scenario analysis to align investment decisions with retirement objectives.
Adam H
Series 65
Renfrew, PA
C2 Private WEalth
Adam Holl is a Series 65-credentialed advisor at C2 Private Wealth with one year of industry experience. His prior work includes roles at Accurate Solution Group, PNC Bank, Penn DOT, and the University of Pittsburgh. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning. The firm employs a risk- and scenario-based investment process centered on retirement income objectives and integrates financial planning with insurance, tax, and estate coordination through affiliated partners.
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