C2C is a Registered Investment Advisor (RIA) founded by Maureen “Moe” Mackowski and Louis Della Valle, who bring six decades of combined experience advising successful individuals and their families.
Having worked as a team at two premier global financial services companies, Moe and Lou launched C2C to enhance their ability to craft customized solutions for their clients. C2C is grounded in their shared values of integrity, confidentiality and an unwavering commitment to clients.
What’s in a name? For us, many things. We chose C2C to symbolize our approach to wealth management. With offices in California and Massachusetts, we serve clients from Coast to Coast. Strengthened by consistent success and long-term relationships, we grow almost exclusively through Customer to Customer referrals.
Our practice is grounded in the principles of Confidentiality and Continuity, Clarity and Collaboration. You get the idea. C2C is shorthand for our unwavering Commitment to Clients.
C2C has a strategic relationship with Charles Schwab for financial custodial services.