There is a point of inflection when your success demands a different
approach to wealth management. That’s where you’ll find C2C Wealth
Management LLC. Our specialized practice serves select clients who
have achieved great success, but have so much more to do.

C2C will stand at the hub of your financial world, coordinating the
complexities of investments, cash flow, taxes and estate planning,
so you are free to pursue your passions. Working together, we will
enable growth and secure your financial future for generations.
Because
time
is your
most
valuable
asset

Because time is your most valuable asset

There is a point of inflection when your success demands a different approach to wealth management. That’s where you’ll find C2C Wealth Management LLC. Our specialized practice serves select clients who have achieved great success, but have so much more to do.

C2C will stand at the hub of your financial world, coordinating the complexities of investments, cash flow, taxes and estate planning, so you are free to pursue your passions. Working together, we will enable growth and secure your financial future for generations.

C2C Wealth Management is proud to announce the addition of Lance Ichikawa to our San Mateo, California office.

Lance brings with him 31 years of investment management experience and high level portfolio management. Having worked at top-tier brokerage and wire house firms during those years, Lance brings to each client relationship, a deep understanding of investment management and client service experience. He will be based in our newly established San Mateo, California office. […]