C2C WEALTH MANAGEMENT, LLC

Overview

C2C Wealth Management, LLC is an independent RIA that manages portfolios for individuals and families with a fee structure based on a percentage of assets under management. The firm acts as a capital allocator and emphasizes equity exposure, using both listed stocks and exchange-traded funds as primary building blocks. Advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers—an arrangement that supports the firm’s use of external managers for certain strategies. Investment activity skews toward liquid, exchange-traded instruments and publicly traded equity exposure, with active discretionary management of client accounts. C2C Wealth Management does not position itself as an ESG-focused manager and operates under a standard advisory model rather than pension consulting or multi-state advisory programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices