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. […]
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.