A complete list of active advisors currently associated with C2C Private Wealth, LLC

Warmer can help you find a great advisor at C2C Private Wealth, LLC or one who fits your needs even better.

C2C Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, small business owners, trusts, estates, charitable organizations, and retirement plans, and offers Family Office services for households with at least $25 million of investable assets. Beyond standard planning areas (retirement, tax, estate, insurance, education), the firm also advises on alternative real estate investments and private placements and delivers pension consulting services for 401(k), profit-sharing, and other employee benefit plans. The firm begins new relationships with one-on-one financial planning meetings followed by a tailored portfolio allocation and ongoing active management, using both fundamental and technical analysis and periodic rebalancing. C2C structures certain engagements on fixed or flat-fee bases for planning, alternative investment consulting, and Family Office services while employing asset‑based fees for discretionary portfolio management and emphasizes coordination with clients’ tax and legal advisors. Notable distinctions include a formal pension consulting practice that can provide ERISA-focused services (including Section 3(38) discretionary fiduciary work) and an alternative real estate offering that evaluates investments principally for tax benefits, coordinates sponsor diligence, and manages member-level administration and integrated reporting. The firm highlights consolidated reporting and enhanced due diligence for private and illiquid investments, and it discloses that it does not act as a private fund adviser.

To learn more about the advisors currently working at C2C Private Wealth, LLC, 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.

Name	Location	Years of experience
Michael Jennings	Miami, FL	0

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