Why C2C?

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.