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Our Relationships Are Important

Your Planning is our sole Purpose and Passion


"True Wealth" Plan

Investment Management

Financial Planning

Risk Management Strategies

Tax Planning Strategies

Estate Planning



C2 Wealth Strategies is an independent financial services firm focused on helping our clients work to create wealth. 


People ask us often, where the "C Squared" name comes from.  In 2009, when Wes set out to name the firm, he and his wife Gini had one child and one on the way... Hence the name!  Although the firm is actually named "C Squared Wealth Strategies", most people (including us) just say "C2 Wealth Strategies" or "C2" instead.

Life in a Box
 
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Goals

Our main goal is to reduce our client's financial worries. We desire to build trust with our clients so they rely on us to make wise financial decisions in all areas of life.


Relationships

We are built on relationships and are committed to long term personal and financial growth. We take pride in providing financial independence for our clients, ensuring they are treated like family every step of the way.


Promise

We are committed to building, protecting, and sustaining our clients' wealth, and we do it with integrity. We work to keep our promise by expanding our knowledge and process.


If you have any questions, please call us at our office at 251.706.1451 or email us at info@c2wealth.com.  We will be happy to help. We look forward to talking with you.

Check the background of this firm on FINRA’s BrokerCheck.